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, LLC5+ years Service code 16 · EIN 20-8874282 | Consulting | $106,250 |
ARONSON LLC3 years Service code 10 · EIN 37-1611326 | Accounting | $51,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,264 |
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 | $130,610 | $96,403+35.5% | $93,606+39.5% | $77,787+67.9% |
| Participation rate | 99.7% | 87.6%+12.0pp | 75.8%+23.9pp | 73.2%+26.5pp |
| Annual return | 26.24% | 39.36%-13.1pp | 32.76%-6.5pp | 32.57%-6.3pp |
| Employer contribution / active EE | $11,029 | $3,616+205.0% | $2,718+305.8% | $2,504+340.4% |
| Participant deferral / active EE | $10,244 | $5,341+91.8% | $4,069+151.8% | $3,967+158.2% |
| Admin fee / account holder | $43 | $90-51.8% | $7,888-99.5% | $100-56.9% |