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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,940 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $22,808 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,467 | $60,165+13.8% | $74,183-7.7% | $55,167+24.1% |
| Participation rate | 87.8% | 74.2%+13.7pp | 76.6%+11.2pp | 69.0%+18.8pp |
| Annual return | 87.65% | 10.00%+77.7pp | 17.74%+69.9pp | 169.23%-81.6pp |
| Employer contribution / active EE | $3,494 | $1,600+118.4% | $2,370+47.4% | $1,963+78.0% |
| Participant deferral / active EE | $6,926 | $2,973+133.0% | $3,550+95.1% | $3,054+126.8% |
| Admin fee / account holder | $215 | $419-48.8% | $5,586-96.2% | $504-57.4% |