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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $85,000 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $24,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,180 |
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 | $161,281 | $105,190+53.3% | $98,907+63.1% | $90,288+78.6% |
| Participation rate | 98.6% | 86.4%+12.2pp | 76.0%+22.6pp | 73.4%+25.2pp |
| Annual return | 17.37% | 18.52%-1.1pp | 196.43%-179.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $11,258 | $3,831+193.9% | $2,689+318.7% | $2,524+346.0% |
| Participant deferral / active EE | $10,603 | $5,616+88.8% | $4,244+149.8% | $4,232+150.5% |
| Admin fee / account holder | $20 | $97-79.8% | $6,642-99.7% | $114-82.7% |