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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,988 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $11,896 |
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 | $110,014 | $88,515+24.3% | $162,163-32.2% | $67,579+62.8% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 25.97% | 27.04%-1.1pp | 115.59%-89.6pp | 378.56%-352.6pp |
| Employer contribution / active EE | $7,977 | $3,563+123.9% | $5,614+42.1% | $2,148+271.4% |
| Participant deferral / active EE | $6,103 | $5,724+6.6% | $7,298-16.4% | $3,539+72.4% |
| Admin fee / account holder | $228 | $124+84.1% | $10,843-97.9% | $142+60.0% |