See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,283 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $61,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,977 | $104,475-1.4% | $159,436-35.4% | $79,386+29.7% |
| Participation rate | 96.9% | 76.6%+20.3pp | 82.8%+14.1pp | 70.7%+26.2pp |
| Annual return | 14.70% | 67.95%-53.2pp | 263.57%-248.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $3,915 | $3,417+14.6% | $4,829-18.9% | $2,427+61.3% |
| Participant deferral / active EE | $10,984 | $6,467+69.8% | $7,352+49.4% | $4,046+171.5% |
| Admin fee / account holder | $423 | $711-40.6% | $10,799-96.1% | $626-32.5% |