Filed January 11, 2024 (most recent of 2 filings on file)
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 9-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, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $60,828 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,520 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,776 | $85,635-57.1% | $123,892-70.3% | $63,975-42.5% |
| Participation rate | 96.1% | 74.9%+21.1pp | 81.4%+14.6pp | 71.1%+24.9pp |
| Annual return | 14.83% | 15.74%-0.9pp | 47.52%-32.7pp | 48.65%-33.8pp |
| Employer contribution / active EE | $3,717 | $3,076+20.8% | $4,617-19.5% | $2,182+70.4% |
| Participant deferral / active EE | $7,786 | $5,667+37.4% | $5,984+30.1% | $3,356+132.0% |
| Admin fee / account holder | $16 | $75-78.1% | $8,357-99.8% | $70-76.7% |