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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,840 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $17,909 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,335 | $78,275-45.9% | $109,143-61.2% | $86,799-51.2% |
| Participation rate | 48.0% | 73.8%-25.8pp | 75.9%-27.9pp | 72.3%-24.3pp |
| Annual return | 0.00% | 19.14%-19.1pp | 25.75%-25.7pp | 97.91%-97.9pp |
| Employer contribution / active EE | $1,690 | $3,105-45.6% | $3,722-54.6% | $2,405-29.7% |
| Participant deferral / active EE | $3,357 | $3,641-7.8% | $4,653-27.9% | $4,131-18.7% |
| Admin fee / account holder | $263 | $198+32.4% | $6,752-96.1% | $170+55.0% |