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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,462 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $48,017 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $14,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,444 | $65,435+218.6% | $86,677+140.5% | $66,914+211.5% |
| Participation rate | 86.3% | 75.5%+10.8pp | 76.6%+9.7pp | 69.8%+16.5pp |
| Annual return | -17.68% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $5,230 | $2,153+142.9% | $2,836+84.4% | $2,544+105.6% |
| Participant deferral / active EE | $7,858 | $4,100+91.6% | $4,656+68.8% | $4,237+85.5% |
| Admin fee / account holder | $514 | $642-20.0% | $7,493-93.1% | $593-13.4% |