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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,711 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CIRY, MO 64112 | Other Commissions | $6,412 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,187 |
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 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 | $25,549 | $25,302+1.0% | $74,701-65.8% | $67,579-62.2% |
| Participation rate | 8.5% | 37.8%-29.3pp | 54.5%-45.9pp | 71.3%-62.7pp |
| Annual return | 21.30% | 10291.17%-10269.9pp | 752.92%-731.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $242 | $446-45.8% | $1,084-77.7% | $2,148-88.7% |
| Participant deferral / active EE | $457 | $954-52.1% | $1,964-76.7% | $3,539-87.1% |
| Admin fee / account holder | $267 | $108+148.2% | $3,333-92.0% | $142+87.7% |