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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,477 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $51,138 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $10,653 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,784 | $71,666+21.1% | $117,854-26.4% | $69,631+24.6% |
| Participation rate | 97.2% | 77.5%+19.7pp | 79.7%+17.6pp | 70.7%+26.5pp |
| Annual return | 16.20% | 18.86%-2.7pp | 335.08%-318.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $664 | $1,889-64.9% | $3,786-82.5% | $2,032-67.3% |
| Participant deferral / active EE | $2,920 | $3,340-12.6% | $4,482-34.9% | $3,224-9.4% |
| Admin fee / account holder | $326 | $120+170.7% | $8,020-95.9% | $110+194.9% |