Filed February 28, 2022
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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 16 · EIN 20-8874282 | Consulting | $106,250 |
ARONSON LLC1 year Service code 10 · EIN 37-1611326 | Accounting | $56,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,904 |
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 | $128,147 | $90,410+41.7% | $91,001+40.8% | $77,958+64.4% |
| Participation rate | 99.0% | 86.4%+12.6pp | 75.6%+23.4pp | 71.6%+27.3pp |
| Annual return | 17.78% | 21.34%-3.6pp | 4.60%+13.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $10,031 | $3,392+195.8% | $2,456+308.5% | $2,310+334.2% |
| Participant deferral / active EE | $8,602 | $4,816+78.6% | $3,547+142.5% | $3,537+143.2% |
| Admin fee / account holder | $36 | $79-54.5% | $5,417-99.3% | $97-63.1% |