Filed June 4, 2020
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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $11,612 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,304 | $60,545-10.3% | $92,233-41.1% | $69,631-22.0% |
| Participation rate | 57.6% | 72.2%-14.5pp | 76.5%-18.8pp | 70.7%-13.1pp |
| Annual return | 19.18% | 19.71%-0.5pp | 176.28%-157.1pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,536 | $2,633-41.7% | $3,679-58.3% | $2,032-24.4% |
| Participant deferral / active EE | $2,771 | $2,828-2.0% | $3,897-28.9% | $3,224-14.0% |
| Admin fee / account holder | $18 | $145-87.6% | $5,194-99.7% | $110-83.8% |