Filed November 12, 2020
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,362 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $35,324 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,500 |
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 | $56,357 | $96,458-41.6% | $136,294-58.6% | $77,958-27.7% |
| Participation rate | 88.6% | 75.4%+13.2pp | 81.9%+6.7pp | 71.6%+16.9pp |
| Annual return | 33.84% | 23.78%+10.1pp | 5155.94%-5122.1pp | 20.87%+13.0pp |
| Employer contribution / active EE | $2,379 | $3,144-24.3% | $4,695-49.3% | $2,310+3.0% |
| Participant deferral / active EE | $5,060 | $5,902-14.3% | $6,247-19.0% | $3,537+43.1% |
| Admin fee / account holder | $100 | $80+24.7% | $9,243-98.9% | $97+3.0% |