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 06-1050034 | Contract Administrator | $165,669 |
Filed as: LOCKTN INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,834 | $67,512-41.0% | $185,823-78.6% | $93,030-57.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 15.06% | 21.04%-6.0pp | 122.05%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,233 | $1,783-30.9% | $5,167-76.1% | $2,706-54.4% |
| Participant deferral / active EE | $5,043 | $3,035+66.1% | $5,568-9.4% | $4,562+10.5% |
| Admin fee / account holder | $114 | $318-64.1% | $16,237-99.3% | $152-24.9% |