Filed June 4, 2020 (most recent of 3 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,190 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $3,077 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $76,710 | $70,667+8.6% | $123,104-37.7% | $52,331+46.6% |
| Participation rate | 97.8% | 83.7%+14.1pp | 86.8%+11.1pp | 68.1%+29.7pp |
| Annual return | 0.19% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $6,217 | $2,946+111.0% | $5,151+20.7% | $1,882+230.4% |
| Participant deferral / active EE | $4,017 | $4,493-10.6% | $6,230-35.5% | $3,022+32.9% |
| Admin fee / account holder | $25 | $506-95.2% | $9,015-99.7% | $592-95.8% |