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 communication; Direct pay... | $115,420 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $67,831 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $95,128 | $79,519+19.6% | $95,952-0.9% | $73,409+29.6% |
| Participation rate | 97.4% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 13.60% | 19.20%-5.6pp | 91.61%-78.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,739 | $2,048-15.1% | $2,541-31.5% | $2,234-22.1% |
| Participant deferral / active EE | $6,748 | $4,138+63.1% | $4,167+61.9% | $3,805+77.3% |
| Admin fee / account holder | $193 | $184+4.5% | $6,795-97.2% | $158+22.0% |