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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,850 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,468 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $7,832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,723 | $68,413-43.4% | $123,104-68.5% | $55,191-29.8% |
| Participation rate | 82.6% | 84.5%-1.9pp | 86.8%-4.2pp | 69.2%+13.4pp |
| Annual return | 2.67% | 6.30%-3.6pp | 13.22%-10.5pp | 10.78%-8.1pp |
| Employer contribution / active EE | $1,619 | $3,050-46.9% | $5,151-68.6% | $1,899-14.7% |
| Participant deferral / active EE | $5,396 | $4,490+20.2% | $6,230-13.4% | $3,046+77.1% |
| Admin fee / account holder | $46 | $88-48.1% | $9,015-99.5% | $91-49.8% |