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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,036 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,358 |
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.
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 | $122,757 | $66,813+83.7% | $100,516+22.1% | $73,488+67.0% |
| Participation rate | 97.6% | 77.5%+20.1pp | 79.4%+18.2pp | 70.7%+26.9pp |
| Annual return | 12.67% | 25.70%-13.0pp | 30.89%-18.2pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,700 | $2,147-20.8% | $3,418-50.3% | $2,270-25.1% |
| Participant deferral / active EE | $9,897 | $5,883+68.2% | $6,270+57.8% | $3,740+164.7% |
| Admin fee / account holder | $555 | $512+8.4% | $8,081-93.1% | $513+8.2% |