Filed April 4, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,398 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $39,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,244 | $78,419+7.4% | $133,956-37.1% | $73,409+14.8% |
| Participation rate | 91.9% | 78.6%+13.3pp | 79.8%+12.1pp | 72.2%+19.7pp |
| Annual return | 18.40% | 33.35%-14.9pp | 45.09%-26.7pp | 59.29%-40.9pp |
| Employer contribution / active EE | $2,435 | $2,044+19.1% | $3,919-37.9% | $2,234+9.0% |
| Participant deferral / active EE | $3,609 | $3,925-8.1% | $5,048-28.5% | $3,805-5.2% |
| Admin fee / account holder | $267 | $161+65.8% | $8,927-97.0% | $158+69.4% |