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) | $56,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,153 |
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 | $97,355 | $104,317-6.7% | $159,436-38.9% | $86,799+12.2% |
| Participation rate | 73.7% | 77.7%-4.0pp | 82.8%-9.1pp | 72.3%+1.4pp |
| Annual return | 15.50% | 26.32%-10.8pp | 263.57%-248.1pp | 97.91%-82.4pp |
| Employer contribution / active EE | $3,397 | $3,451-1.6% | $4,829-29.7% | $2,405+41.2% |
| Participant deferral / active EE | $7,862 | $6,837+15.0% | $7,352+6.9% | $4,131+90.3% |
| Admin fee / account holder | $251 | $172+45.7% | $10,799-97.7% | $170+48.0% |