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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,863 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $57,902 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,029 | $55,790-4.9% | $76,817-31.0% | $67,579-21.5% |
| Participation rate | 91.5% | 71.1%+20.4pp | 72.1%+19.4pp | 71.3%+20.2pp |
| Annual return | 22.77% | 64.45%-41.7pp | 1166.11%-1143.3pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,668 | $1,810-7.8% | $2,302-27.5% | $2,148-22.3% |
| Participant deferral / active EE | $5,215 | $2,875+81.4% | $3,336+56.3% | $3,539+47.3% |
| Admin fee / account holder | $192 | $159+20.7% | $6,420-97.0% | $142+35.0% |