See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $7,513 |
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 | $31,807 | $99,957-68.2% | $149,696-78.8% | $73,488-56.7% |
| Participation rate | 84.3% | 75.7%+8.6pp | 82.5%+1.9pp | 70.7%+13.7pp |
| Annual return | 19.26% | 53.87%-34.6pp | 276.60%-257.3pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,574 | $3,191-50.7% | $4,644-66.1% | $2,270-30.7% |
| Participant deferral / active EE | $4,263 | $6,073-29.8% | $6,842-37.7% | $3,740+14.0% |
| Admin fee / account holder | $24 | $551-95.6% | $9,309-99.7% | $513-95.3% |