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 | $102,211 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $40,447 |
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 | $68,547 | $74,347-7.8% | $93,606-26.8% | $67,579+1.4% |
| Participation rate | 79.6% | 80.6%-1.1pp | 75.8%+3.7pp | 71.3%+8.3pp |
| Annual return | 21.10% | 28.07%-7.0pp | 32.76%-11.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,379 | $2,583-46.6% | $2,718-49.3% | $2,148-35.8% |
| Participant deferral / active EE | $3,179 | $4,060-21.7% | $4,069-21.9% | $3,539-10.2% |
| Admin fee / account holder | $257 | $123+109.3% | $7,888-96.7% | $142+80.5% |