Filed January 18, 2022
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 9-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 |
|---|---|---|
LOCKWOOD ADVISORS, INC3+ years Service code 28 376 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $9,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,001 | $75,388-98.7% | $123,544-99.2% | $55,725-98.2% |
| Participation rate | 24.7% | 75.7%-51.0pp | 82.3%-57.6pp | 70.9%-46.2pp |
| Annual return | 3.65% | 4.48%-0.8pp | 119.20%-115.5pp | 244.93%-241.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $120-86.9% | $9,284-99.8% | $115-86.4% |