Filed January 2, 2018
Total covered: 7 employees
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,221 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $62,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,906 | $84,936+195.4% | $111,297+125.4% | $79,386+216.1% |
| Participation rate | 88.4% | 75.9%+12.6pp | 77.3%+11.1pp | 70.7%+17.7pp |
| Annual return | 13.75% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $5,031 | $1,979+154.2% | $2,731+84.2% | $2,427+107.3% |
| Participant deferral / active EE | $7,492 | $3,888+92.7% | $4,487+67.0% | $4,046+85.2% |
| Admin fee / account holder | $583 | $537+8.5% | $7,964-92.7% | $626-7.0% |