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 12 · EIN 13-3689044 | Participant loan processing; Account ... | $125,042 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $91,502 |
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 | $62,230 | $65,118-4.4% | $76,768-18.9% | $55,725+11.7% |
| Participation rate | 87.0% | 79.6%+7.4pp | 77.0%+10.1pp | 70.9%+16.2pp |
| Annual return | -5.30% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,728 | $1,941+40.5% | $2,485+9.8% | $2,078+31.3% |
| Participant deferral / active EE | $5,530 | $3,688+49.9% | $3,852+43.6% | $3,356+64.8% |
| Admin fee / account holder | $198 | $116+71.1% | $6,675-97.0% | $115+72.2% |