Filed March 11, 2025 (most recent of 5 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 | $1,201,358 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $115,000 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,374 | $80,976-26.7% | $75,670-21.5% | $80,976-26.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 72.3%+25.8pp | 68.3%+29.9pp |
| Annual return | 14.45% | 22.91%-8.5pp | 27.34%-12.9pp | 22.91%-8.5pp |
| Employer contribution / active EE | $1,320 | $2,402-45.0% | $2,352-43.9% | $2,402-45.0% |
| Participant deferral / active EE | $3,691 | $3,848-4.1% | $3,142+17.4% | $3,848-4.1% |
| Admin fee / account holder | $51 | $67-24.8% | $5,800-99.1% | $67-24.8% |