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, LLC7+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $88,432 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,287 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $174,531 | $114,195+52.8% | $106,548+63.8% | $93,030+87.6% |
| Participation rate | 98.9% | 86.4%+12.5pp | 76.1%+22.8pp | 73.9%+25.0pp |
| Annual return | 15.43% | 22.18%-6.8pp | 26.80%-11.4pp | 158.70%-143.3pp |
| Employer contribution / active EE | $13,660 | $4,009+240.7% | $2,819+384.6% | $2,706+404.8% |
| Participant deferral / active EE | $10,849 | $5,908+83.6% | $4,398+146.7% | $4,562+137.8% |
| Admin fee / account holder | $35 | $105-67.0% | $7,407-99.5% | $152-77.2% |