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 | $84,455 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $36,524 |
Service code 10 · EIN 31-0800053 | Accounting | $31,000 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,422 |
Service code 29 · EIN 31-0570030 | Legal | $10,278 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,744 |
Form 5500 reported that benefits due were not provided when due.
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 | $70,579 | $82,978-14.9% | $129,995-45.7% | $71,457-1.2% |
| Participation rate | 85.8% | 74.1%+11.7pp | 78.5%+7.3pp | 67.9%+17.9pp |
| Annual return | 14.26% | 20.60%-6.3pp | -137.18%+151.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,917 | $2,622-26.9% | $4,320-55.6% | $2,588-25.9% |
| Participant deferral / active EE | $8,382 | $4,432+89.1% | $5,820+44.0% | $4,289+95.4% |
| Admin fee / account holder | $253 | $1,729-85.3% | $10,614-97.6% | $1,587-84.0% |