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 Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $22,500 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $18,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,409 | $88,122-15.6% | $141,162-47.3% | $67,579+10.1% |
| Participation rate | 32.0% | 76.5%-44.4pp | 82.5%-50.4pp | 71.3%-39.3pp |
| Annual return | 714.27% | 75.40%+638.9pp | 71.39%+642.9pp | 378.56%+335.7pp |
| Employer contribution / active EE | $1,114 | $3,224-65.5% | $4,735-76.5% | $2,148-48.2% |
| Participant deferral / active EE | $1,650 | $5,958-72.3% | $6,709-75.4% | $3,539-53.4% |
| Admin fee / account holder | $221 | $131+69.1% | $10,261-97.8% | $142+55.6% |