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, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 · EIN 20-3247391 | Other Commissions | $19,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,586 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,826 | $60,165-35.5% | $74,183-47.7% | $55,167-29.6% |
| Participation rate | 77.1% | 74.2%+3.0pp | 76.6%+0.5pp | 69.0%+8.1pp |
| Annual return | 12.33% | 10.00%+2.3pp | 17.74%-5.4pp | 169.23%-156.9pp |
| Employer contribution / active EE | $331 | $1,600-79.3% | $2,370-86.1% | $1,963-83.2% |
| Participant deferral / active EE | $9,390 | $2,973+215.9% | $3,550+164.5% | $3,054+207.5% |
| Admin fee / account holder | $7 | $419-98.3% | $5,586-99.9% | $504-98.6% |