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 |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 · EIN 20-3247391 | Other Commissions | $39,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,794 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,275 | $155,795-82.5% | $136,294-80.0% | $69,631-60.8% |
| Participation rate | 83.4% | 75.2%+8.1pp | 81.9%+1.5pp | 70.7%+12.7pp |
| Annual return | 25.05% | 232464.33%-232439.3pp | 5155.94%-5130.9pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $1,057 | $2,991-64.7% | $4,695-77.5% | $2,032-48.0% |
| Participant deferral / active EE | $5,284 | $5,394-2.0% | $6,247-15.4% | $3,224+63.9% |
| Admin fee / account holder | $10 | $128-92.1% | $9,243-99.9% | $110-90.8% |