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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $103,760 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $58,666 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,975 | $185,342-40.7% | $111,297-1.2% | $86,799+26.7% |
| Participation rate | 96.3% | 81.0%+15.3pp | 77.3%+19.0pp | 72.3%+24.0pp |
| Annual return | 13.12% | 500.80%-487.7pp | 54.65%-41.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $820 | $2,246-63.5% | $2,731-70.0% | $2,405-65.9% |
| Participant deferral / active EE | $6,752 | $4,458+51.4% | $4,487+50.5% | $4,131+63.4% |
| Admin fee / account holder | $193 | $255-24.5% | $7,964-97.6% | $170+13.8% |