See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,262 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,236 | $60,607-15.5% | $189,557-73.0% | $86,799-41.0% |
| Participation rate | 96.3% | 68.9%+27.4pp | 78.4%+17.9pp | 72.3%+24.0pp |
| Annual return | 12.52% | 65.18%-52.7pp | 64.17%-51.7pp | 97.91%-85.4pp |
| Employer contribution / active EE | $2,436 | $1,626+49.9% | $4,412-44.8% | $2,405+1.3% |
| Participant deferral / active EE | $5,560 | $3,895+42.7% | $6,174-9.9% | $4,131+34.6% |
| Admin fee / account holder | $172 | $159+8.5% | $9,807-98.2% | $170+1.6% |