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 | $100,616 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $42,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,159 | $100,801-60.2% | $149,696-73.2% | $73,409-45.3% |
| Participation rate | 61.5% | 77.7%-16.2pp | 82.5%-21.0pp | 72.2%-10.7pp |
| Annual return | 16.56% | 265.34%-248.8pp | 276.60%-260.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,672 | $3,312-49.5% | $4,644-64.0% | $2,234-25.1% |
| Participant deferral / active EE | $4,327 | $6,404-32.4% | $6,842-36.8% | $3,805+13.7% |
| Admin fee / account holder | $168 | $181-7.2% | $9,309-98.2% | $158+6.2% |