Filed December 14, 2018 (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 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,377 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,662 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $19,671 |
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 | $101,312 | $81,537+24.3% | $149,718-32.3% | $69,631+45.5% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.1%-5.1pp | 70.7%+11.3pp |
| Annual return | 15.97% | 22.79%-6.8pp | 1501.63%-1485.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,828 | $3,239-43.6% | $5,445-66.4% | $2,032-10.0% |
| Participant deferral / active EE | $3,548 | $4,994-29.0% | $6,569-46.0% | $3,224+10.0% |
| Admin fee / account holder | $184 | $107+72.4% | $11,283-98.4% | $110+66.8% |