Filed November 22, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $41,083 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,383 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $749,520 | $57,921+1194.0% | $84,750+784.4% | $57,658+1199.9% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 70.2%+26.0pp |
| Annual return | 23.23% | 10.24%+13.0pp | 22.78%+0.5pp | 5.13%+18.1pp |
| Employer contribution / active EE | $17,451 | $2,598+571.6% | $3,574+388.2% | $1,974+784.1% |
| Participant deferral / active EE | $7,084 | $2,742+158.4% | $3,712+90.9% | $3,061+131.5% |
| Admin fee / account holder | $37 | $130-71.4% | $5,332-99.3% | $95-60.8% |