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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 16 · EIN 20-8874282 | Consulting | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,077 |
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 | $130,910 | $92,303+41.8% | $152,466-14.1% | $86,799+50.8% |
| Participation rate | 96.5% | 81.1%+15.5pp | 78.2%+18.3pp | 72.3%+24.2pp |
| Annual return | 15.62% | 531.69%-516.1pp | 757.33%-741.7pp | 97.91%-82.3pp |
| Employer contribution / active EE | $5,360 | $3,748+43.0% | $4,327+23.9% | $2,405+122.9% |
| Participant deferral / active EE | $8,448 | $5,599+50.9% | $5,820+45.1% | $4,131+104.5% |
| Admin fee / account holder | $107 | $150-28.5% | $15,805-99.3% | $170-36.8% |