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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.
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $87,536 |
Service code 16 · EIN 20-8874282 | Consulting | $46,061 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 53 · EIN 20-3247391 | Insurance Commissions | $7,122 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $22,959 | $105,247-78.2% | $87,100-73.6% | $77,787-70.5% |
| Participation rate | 91.1% | 85.8%+5.3pp | 76.9%+14.2pp | 73.2%+17.9pp |
| Annual return | 24.84% | 24.52%+0.3pp | 28.19%-3.3pp | 32.57%-7.7pp |
| Employer contribution / active EE | $857 | $2,895-70.4% | $2,521-66.0% | $2,504-65.8% |
| Participant deferral / active EE | $2,150 | $5,060-57.5% | $4,049-46.9% | $3,967-45.8% |
| Admin fee / account holder | $41 | $104-60.4% | $7,497-99.4% | $100-58.6% |