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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $850,070 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $117,603 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,019 | $144,996-42.1% | $111,297-24.5% | $93,030-9.7% |
| Participation rate | 99.4% | 86.2%+13.2pp | 77.3%+22.1pp | 73.9%+25.5pp |
| Annual return | 14.49% | 18.26%-3.8pp | 54.65%-40.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $3,087 | $3,056+1.0% | $2,731+13.0% | $2,706+14.1% |
| Participant deferral / active EE | $4,446 | $5,587-20.4% | $4,487-0.9% | $4,562-2.5% |
| Admin fee / account holder | $151 | $103+46.0% | $7,964-98.1% | $152-0.4% |