See peer percentile detail with Solo.
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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $12,492 |
Filed as: LOCKTON COMPANIES LLC Service code 99 | Other Fees | $2,924 |
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 | $52,645 | $99,957-47.3% | $149,696-64.8% | $73,488-28.4% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 18.60% | 53.87%-35.3pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,751 | $3,191-13.8% | $4,644-40.8% | $2,270+21.2% |
| Participant deferral / active EE | $8,055 | $6,073+32.6% | $6,842+17.7% | $3,740+115.4% |
| Admin fee / account holder | $13 | $551-97.7% | $9,309-99.9% | $513-97.5% |