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 9-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 FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $7,185 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,370 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,359 | $85,766-49.4% | $136,294-68.2% | $70,131-38.2% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 18.60% | 31.45%-12.9pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $720 | $2,966-75.7% | $4,695-84.7% | $2,342-69.3% |
| Participant deferral / active EE | $6,080 | $5,051+20.4% | $6,247-2.7% | $3,332+82.5% |
| Admin fee / account holder | $30 | $5,420-99.4% | $9,243-99.7% | $4,645-99.4% |