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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.
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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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,591 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $27,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,598 | $56,095-75.8% | $178,490-92.4% | $90,288-84.9% |
| Participation rate | 62.4% | 65.6%-3.1pp | 81.9%-19.5pp | 73.4%-10.9pp |
| Annual return | 13.66% | 28.81%-15.2pp | 151.07%-137.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $20 | $1,572-98.7% | $5,011-99.6% | $2,524-99.2% |
| Participant deferral / active EE | $839 | $2,669-68.6% | $5,202-83.9% | $4,232-80.2% |
| Admin fee / account holder | $61 | $101-39.2% | $13,984-99.6% | $114-46.4% |