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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $760,783 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $144,259 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,421 | $124,049-41.6% | $95,952-24.5% | $93,223-22.3% |
| Participation rate | 98.4% | 88.4%+10.0pp | 77.1%+21.3pp | 74.9%+23.5pp |
| Annual return | 11.87% | 22.17%-10.3pp | 91.61%-79.7pp | 19.29%-7.4pp |
| Employer contribution / active EE | $2,615 | $3,478-24.8% | $2,541+2.9% | $2,680-2.4% |
| Participant deferral / active EE | $3,473 | $6,147-43.5% | $4,167-16.7% | $4,563-23.9% |
| Admin fee / account holder | $134 | $73+83.7% | $6,795-98.0% | $79+68.7% |