See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,835 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESMENT ADVISORS, LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $9,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,321 | $36,700-14.7% | $171,082-81.7% | $63,975-51.0% |
| Participation rate | 39.8% | 61.5%-21.8pp | 76.7%-36.9pp | 71.1%-31.4pp |
| Annual return | 10.63% | 12.80%-2.2pp | 32.56%-21.9pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,088 | $1,210-10.1% | $4,002-72.8% | $2,182-50.1% |
| Participant deferral / active EE | $2,256 | $2,696-16.3% | $4,797-53.0% | $3,356-32.8% |
| Admin fee / account holder | $87 | $68+28.9% | $8,520-99.0% | $70+23.6% |