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 | $62,911 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,928 | $130,084-13.2% | $138,135-18.2% | $90,288+25.1% |
| Participation rate | 96.2% | 86.0%+10.2pp | 78.7%+17.5pp | 73.4%+22.9pp |
| Annual return | 18.88% | 14.63%+4.3pp | 20.51%-1.6pp | 53.97%-35.1pp |
| Employer contribution / active EE | $4,681 | $5,865-20.2% | $5,587-16.2% | $2,524+85.4% |
| Participant deferral / active EE | $7,071 | $7,099-0.4% | $6,431+10.0% | $4,232+67.1% |
| Admin fee / account holder | $82 | $187-56.0% | $11,856-99.3% | $114-28.0% |