See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,428 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $2,523 |
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 | $75,371 | $59,535+26.6% | $90,160-16.4% | $62,292+21.0% |
| Participation rate | 95.1% | 73.0%+22.0pp | 76.9%+18.2pp | 69.5%+25.5pp |
| Annual return | 19.09% | 23.53%-4.4pp | 34.88%-15.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $905 | $1,826-50.4% | $3,318-72.7% | $2,042-55.7% |
| Participant deferral / active EE | $6,642 | $4,639+43.2% | $5,288+25.6% | $3,169+109.6% |
| Admin fee / account holder | $202 | $337-40.0% | $5,943-96.6% | $479-57.8% |