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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $235,164 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $83,349 |
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 | $62,651 | $101,523-38.3% | $141,162-55.6% | $77,787-19.5% |
| Participation rate | 97.8% | 77.4%+20.4pp | 82.5%+15.3pp | 73.2%+24.6pp |
| Annual return | 27.95% | 56.22%-28.3pp | 71.39%-43.4pp | 32.57%-4.6pp |
| Employer contribution / active EE | $4,755 | $3,341+42.3% | $4,735+0.4% | $2,504+89.9% |
| Participant deferral / active EE | $10,577 | $6,434+64.4% | $6,709+57.7% | $3,967+166.6% |
| Admin fee / account holder | $115 | $92+25.3% | $10,261-98.9% | $100+14.6% |