Filed December 21, 2018
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $637,664 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $137,395 |
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 | $70,440 | $117,238-39.9% | $87,100-19.1% | $82,204-14.3% |
| Participation rate | 99.5% | 87.2%+12.3pp | 76.9%+22.6pp | 73.4%+26.1pp |
| Annual return | 20.78% | 25.80%-5.0pp | 28.19%-7.4pp | 26.31%-5.5pp |
| Employer contribution / active EE | $3,942 | $3,535+11.5% | $2,521+56.3% | $2,707+45.6% |
| Participant deferral / active EE | $3,520 | $5,976-41.1% | $4,049-13.0% | $4,246-17.1% |
| Admin fee / account holder | $109 | $81+34.2% | $7,497-98.5% | $76+44.3% |