Filed August 24, 2023 (most recent of 2 filings on file)
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 | $56,436 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 16 · EIN 20-8874282 | Consulting | $30,000 |
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 | $103,113 | $72,658+41.9% | $127,761-19.3% | $67,579+52.6% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.0%+18.2pp | 71.3%+25.9pp |
| Annual return | 23.83% | 26.49%-2.7pp | 26.14%-2.3pp | 378.56%-354.7pp |
| Employer contribution / active EE | $4,731 | $3,988+18.6% | $4,574+3.4% | $2,148+120.3% |
| Participant deferral / active EE | $7,143 | $5,383+32.7% | $6,021+18.6% | $3,539+101.8% |
| Admin fee / account holder | $68 | $127-46.1% | $9,395-99.3% | $142-51.9% |