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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 | $90,696 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,627 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,841 | $86,225-37.6% | $146,665-63.3% | $86,799-38.0% |
| Participation rate | 71.0% | 78.0%-7.0pp | 80.1%-9.1pp | 72.3%-1.3pp |
| Annual return | 54.99% | 31.23%+23.8pp | 22.74%+32.2pp | 97.91%-42.9pp |
| Employer contribution / active EE | $707 | $2,392-70.4% | $4,136-82.9% | $2,405-70.6% |
| Participant deferral / active EE | $2,423 | $4,245-42.9% | $5,506-56.0% | $4,131-41.4% |
| Admin fee / account holder | $121 | $195-38.3% | $10,280-98.8% | $170-28.9% |