See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $52,168 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,082 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,108 | $86,791-83.7% | $115,037-87.7% | $59,188-76.2% |
| Participation rate | 92.0% | 72.8%+19.1pp | 81.4%+10.6pp | 69.4%+22.5pp |
| Annual return | 19.39% | 4.44%+15.0pp | 26.14%-6.7pp | 5.51%+13.9pp |
| Employer contribution / active EE | $3,756 | $2,950+27.4% | $4,608-18.5% | $2,098+79.0% |
| Participant deferral / active EE | $1,612 | $5,298-69.6% | $6,026-73.3% | $3,265-50.6% |
| Admin fee / account holder | $12 | $95-87.6% | $8,175-99.9% | $92-87.2% |