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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 · EIN 20-3247391 | Other Commissions | $18,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
Form 5500 reported that benefits due were not provided when due.
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 | $72,404 | $60,349+20.0% | $74,183-2.4% | $62,891+15.1% |
| Participation rate | 94.9% | 72.7%+22.2pp | 76.6%+18.3pp | 69.3%+25.6pp |
| Annual return | 6.13% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $643 | $1,680-61.7% | $2,370-72.9% | $2,281-71.8% |
| Participant deferral / active EE | $6,375 | $2,856+123.2% | $3,550+79.6% | $3,203+99.0% |
| Admin fee / account holder | $6 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |