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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $189,137 |
Filed as: CREATIVE PLANNING - LOCKTON RETIREM Service code 49 · EIN 43-1270780 | Other Services | $20,000 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 49 · EIN 20-8874282 | Other Services | $20,000 |
FAULKNER AND THOMPSON, P.A.5 years Service code 10 · EIN 56-1913029 | Accounting | $9,630 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,416 | $130,141-80.5% | $86,677-70.7% | $77,904-67.4% |
| Participation rate | 98.1% | 85.9%+12.1pp | 76.6%+21.5pp | 73.7%+24.4pp |
| Annual return | -12.10% | -12.75%+0.6pp | 35.91%-48.0pp | 12.21%-24.3pp |
| Employer contribution / active EE | $1,189 | $3,220-63.1% | $2,836-58.1% | $2,848-58.2% |
| Participant deferral / active EE | $3,179 | $5,757-44.8% | $4,656-31.7% | $4,806-33.9% |
| Admin fee / account holder | $87 | $132-33.7% | $7,493-98.8% | $133-34.1% |