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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,343 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $36,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,723 | $61,214+22.1% | $83,333-10.3% | $56,287+32.8% |
| Participation rate | 98.0% | 72.6%+25.4pp | 77.8%+20.3pp | 69.9%+28.2pp |
| Annual return | -6.99% | 0.42%-7.4pp | 10.63%-17.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,125 | $1,925+10.4% | $3,379-37.1% | $2,111+0.7% |
| Participant deferral / active EE | $7,574 | $5,091+48.8% | $5,565+36.1% | $3,350+126.1% |
| Admin fee / account holder | $408 | $512-20.3% | $7,510-94.6% | $521-21.7% |