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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,482 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $162,811 | $35,949+352.9% | $88,538+83.9% | $65,185+149.8% |
| Participation rate | 54.0% | 56.4%-2.4pp | 68.7%-14.8pp | 70.2%-16.2pp |
| Annual return | 22.09% | 47.52%-25.4pp | 43.64%-21.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $604 | $1,047-42.3% | $2,098-71.2% | $2,177-72.2% |
| Participant deferral / active EE | $2,790 | $1,870+49.2% | $2,914-4.3% | $3,514-20.6% |
| Admin fee / account holder | $17 | $496-96.5% | $4,310-99.6% | $847-98.0% |