Filed September 5, 2026
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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $31,339 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,566 | $54,350+121.8% | $82,719+45.8% | $68,494+76.0% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -16.33% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,898 | $2,218+75.7% | $3,009+29.5% | $2,596+50.1% |
| Participant deferral / active EE | $5,835 | $3,246+79.8% | $4,395+32.8% | $4,027+44.9% |
| Admin fee / account holder | $528 | $4,395-88.0% | $5,329-90.1% | $5,403-90.2% |