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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,891 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $49,165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,377 | $78,275-59.9% | $109,143-71.3% | $86,799-63.9% |
| Participation rate | 97.2% | 73.8%+23.4pp | 75.9%+21.3pp | 72.3%+24.9pp |
| Annual return | 12.74% | 19.14%-6.4pp | 25.75%-13.0pp | 97.91%-85.2pp |
| Employer contribution / active EE | $622 | $3,105-80.0% | $3,722-83.3% | $2,405-74.1% |
| Participant deferral / active EE | $3,137 | $3,641-13.8% | $4,653-32.6% | $4,131-24.1% |
| Admin fee / account holder | $190 | $198-4.1% | $6,752-97.2% | $170+12.2% |