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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,745 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $39,782 |
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 | $54,423 | $65,223-16.6% | $80,019-32.0% | $55,725-2.3% |
| Participation rate | 81.6% | 80.6%+1.0pp | 75.8%+5.7pp | 70.9%+10.7pp |
| Annual return | -4.30% | 7.59%-11.9pp | 11.22%-15.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,265 | $2,544-50.3% | $2,468-48.7% | $2,078-39.1% |
| Participant deferral / active EE | $2,985 | $3,881-23.1% | $3,686-19.0% | $3,356-11.1% |
| Admin fee / account holder | $119 | $114+3.8% | $6,521-98.2% | $115+3.0% |