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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,861 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $7,705 |
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 | $37,376 | $71,666-47.8% | $117,854-68.3% | $69,631-46.3% |
| Participation rate | 99.0% | 77.5%+21.4pp | 79.7%+19.3pp | 70.7%+28.3pp |
| Annual return | 21.33% | 18.86%+2.5pp | 335.08%-313.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,112 | $1,889+11.8% | $3,786-44.2% | $2,032+3.9% |
| Participant deferral / active EE | $4,937 | $3,340+47.8% | $4,482+10.2% | $3,224+53.1% |
| Admin fee / account holder | $61 | $120-49.3% | $8,020-99.2% | $110-44.7% |