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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,075 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,488 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $10,955 |
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 | $72,388 | $85,135-15.0% | $98,907-26.8% | $73,409-1.4% |
| Participation rate | 79.3% | 81.1%-1.8pp | 76.0%+3.3pp | 72.2%+7.2pp |
| Annual return | 13.22% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,523 | $2,721-44.0% | $2,689-43.4% | $2,234-31.8% |
| Participant deferral / active EE | $3,250 | $4,349-25.3% | $4,244-23.4% | $3,805-14.6% |
| Admin fee / account holder | $250 | $139+79.6% | $6,642-96.2% | $158+58.5% |