Filed January 31, 2022 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $177,861 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $58,667 |
Service code 16 · EIN 33-0818667 | Consulting | $13,250 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $6,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,217 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,995 | $45,000+11.1% | $143,757-65.2% | $77,904-35.8% |
| Participation rate | 94.0% | 66.8%+27.1pp | 80.3%+13.6pp | 73.7%+20.3pp |
| Annual return | -15.42% | 29.03%-44.4pp | -0.04%-15.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,591 | $1,870-14.9% | $4,951-67.9% | $2,848-44.1% |
| Participant deferral / active EE | $4,129 | $3,157+30.8% | $5,637-26.7% | $4,806-14.1% |
| Admin fee / account holder | $120 | $98+21.9% | $14,673-99.2% | $133-9.5% |