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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,862 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $38,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,103 | $58,655+62.1% | $91,989+3.4% | $65,185+45.9% |
| Participation rate | 98.1% | 75.3%+22.8pp | 78.6%+19.5pp | 70.2%+27.9pp |
| Annual return | 24.96% | 33.92%-9.0pp | 69.02%-44.1pp | 29.38%-4.4pp |
| Employer contribution / active EE | $2,066 | $2,080-0.7% | $3,452-40.1% | $2,177-5.1% |
| Participant deferral / active EE | $7,708 | $5,474+40.8% | $5,923+30.1% | $3,514+119.4% |
| Admin fee / account holder | $444 | $434+2.2% | $7,743-94.3% | $847-47.6% |