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 | $79,986 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,150 |
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 | $28,956 | $88,122-67.1% | $141,162-79.5% | $67,579-57.2% |
| Participation rate | 83.1% | 76.5%+6.7pp | 82.5%+0.7pp | 71.3%+11.9pp |
| Annual return | 31.80% | 75.40%-43.6pp | 71.39%-39.6pp | 378.56%-346.8pp |
| Employer contribution / active EE | $2,160 | $3,224-33.0% | $4,735-54.4% | $2,148+0.6% |
| Participant deferral / active EE | $4,985 | $5,958-16.3% | $6,709-25.7% | $3,539+40.8% |
| Admin fee / account holder | $113 | $131-13.7% | $10,261-98.9% | $142-20.6% |