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 06-1050034 | Contract Administrator | $88,750 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $248,122 | $80,753+207.3% | $136,294+82.1% | $62,292+298.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.24% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $5,424 | $2,884+88.1% | $4,695+15.5% | $2,042+165.6% |
| Participant deferral / active EE | $11,587 | $5,164+124.4% | $6,247+85.5% | $3,169+265.6% |
| Admin fee / account holder | $570 | $525+8.5% | $9,243-93.8% | $479+18.9% |