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 8-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 37 · EIN 04-2647786 | Loan Processing | $82,326 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $34,685 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 16 PO BOX 206700 · DALLAS, TX 753206700 | Consulting | $19,950 |
AON CONSULTING1 year Filed as: AON RETIREMENT PLAN ADVISORS, LLC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $12,749 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,897 |
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 | $25,393 | $44,794-43.3% | $90,281-71.9% | $77,787-67.4% |
| Participation rate | 92.8% | 66.6%+26.3pp | 73.3%+19.6pp | 73.2%+19.6pp |
| Annual return | 22.55% | 28.23%-5.7pp | 78.10%-55.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $635 | $1,809-64.9% | $2,854-77.7% | $2,504-74.6% |
| Participant deferral / active EE | $2,346 | $2,642-11.2% | $3,885-39.6% | $3,967-40.9% |
| Admin fee / account holder | $93 | $94-1.6% | $5,351-98.3% | $100-7.1% |