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 10-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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 53 · EIN 20-3247391 | Insurance Commissions | $24,517 |
Service code 49 · EIN 04-1590850 | Other Services | $10,232 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,946 | $65,118-14.1% | $76,768-27.1% | $55,725+0.4% |
| Participation rate | 34.6% | 79.6%-45.0pp | 77.0%-42.4pp | 70.9%-36.3pp |
| Annual return | -2.36% | -1.27%-1.1pp | 2.43%-4.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $548 | $1,941-71.7% | $2,485-77.9% | $2,078-73.6% |
| Participant deferral / active EE | $1,166 | $3,688-68.4% | $3,852-69.7% | $3,356-65.2% |
| Admin fee / account holder | $34 | $116-70.4% | $6,675-99.5% | $115-70.2% |