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 13 · EIN 42-0127290 | Contract Administrator | $72,750 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $34,792 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,998 | $75,388-61.5% | $123,544-76.5% | $55,725-48.0% |
| Participation rate | 82.7% | 75.7%+7.1pp | 82.3%+0.4pp | 70.9%+11.9pp |
| Annual return | -6.04% | 4.48%-10.5pp | 119.20%-125.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $23 | $3,063-99.3% | $4,628-99.5% | $2,078-98.9% |
| Participant deferral / active EE | $5,431 | $5,651-3.9% | $6,426-15.5% | $3,356+61.8% |
| Admin fee / account holder | $156 | $120+30.6% | $9,284-98.3% | $115+35.8% |