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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $186,836 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,713 | $58,202-59.3% | $172,739-86.3% | $89,569-73.5% |
| Participation rate | 43.7% | 72.8%-29.1pp | 82.6%-38.9pp | 69.6%-25.9pp |
| Annual return | 29.87% | 61.59%-31.7pp | 802.84%-773.0pp | 34.56%-4.7pp |
| Employer contribution / active EE | $149 | $1,759-91.6% | $5,143-97.1% | $2,584-94.3% |
| Participant deferral / active EE | $2,203 | $3,335-33.9% | $5,198-57.6% | $4,220-47.8% |
| Admin fee / account holder | $40 | $53-23.5% | $13,954-99.7% | $72-43.9% |