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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $31,164 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,816 |
PMB HELIN DONOVAN, LLP1+ years Service code 10 · EIN 74-3001153 | Accounting | $10,162 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $9,292 |
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 | $47,987 | $36,916+30.0% | $156,549-69.3% | $57,658-16.8% |
| Participation rate | 90.8% | 63.4%+27.4pp | 84.0%+6.8pp | 70.2%+20.6pp |
| Annual return | 10.84% | 12.38%-1.5pp | 32.23%-21.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,958 | $1,571+88.4% | $5,501-46.2% | $1,974+49.9% |
| Participant deferral / active EE | $5,165 | $1,926+168.2% | $4,871+6.0% | $3,061+68.8% |
| Admin fee / account holder | $21 | $82-74.4% | $13,027-99.8% | $95-77.7% |