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, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $30,996 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $22,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,655 | $63,114+73.7% | $92,893+18.0% | $65,185+68.2% |
| Participation rate | 79.6% | 68.8%+10.8pp | 76.0%+3.6pp | 70.2%+9.4pp |
| Annual return | 19.06% | 28.75%-9.7pp | 109.41%-90.4pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,441 | $2,571-5.0% | $3,653-33.2% | $2,177+12.1% |
| Participant deferral / active EE | $6,451 | $3,108+107.5% | $4,236+52.3% | $3,514+83.6% |
| Admin fee / account holder | $364 | $624-41.6% | $5,794-93.7% | $847-57.0% |