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 | Direct payment from the plan; Finders... | $102,297 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 · EIN 20-8874282 | Consulting | $94,290 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $71,570 | $63,905+12.0% | $74,183-3.5% | $57,658+24.1% |
| Participation rate | 92.3% | 79.8%+12.6pp | 76.6%+15.7pp | 70.2%+22.1pp |
| Annual return | 7.30% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,672 | $1,840-9.2% | $2,370-29.5% | $1,974-15.3% |
| Participant deferral / active EE | $5,297 | $3,448+53.6% | $3,550+49.2% | $3,061+73.1% |
| Admin fee / account holder | $216 | $91+136.7% | $5,586-96.1% | $95+128.0% |