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, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $73,729 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,556 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 33 · EIN 94-3112180 | Other fees; Securities brokerage | $0 |
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 | $890,884 | $60,545+1371.4% | $92,233+865.9% | $69,631+1179.4% |
| Participation rate | 95.2% | 72.2%+23.0pp | 76.5%+18.7pp | 70.7%+24.5pp |
| Annual return | 36.97% | 19.71%+17.3pp | 176.28%-139.3pp | 27571.02%-27534.0pp |
| Employer contribution / active EE | $17,751 | $2,633+574.1% | $3,679+382.5% | $2,032+773.5% |
| Participant deferral / active EE | $7,297 | $2,828+158.1% | $3,897+87.3% | $3,224+126.4% |
| Admin fee / account holder | $37 | $145-74.3% | $5,194-99.3% | $110-66.4% |