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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $61,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,771 | $88,122-37.8% | $141,162-61.2% | $67,579-19.0% |
| Participation rate | 96.1% | 76.5%+19.7pp | 82.5%+13.7pp | 71.3%+24.9pp |
| Annual return | 257.22% | 75.40%+181.8pp | 71.39%+185.8pp | 378.56%-121.3pp |
| Employer contribution / active EE | $2,921 | $3,224-9.4% | $4,735-38.3% | $2,148+36.0% |
| Participant deferral / active EE | $6,045 | $5,958+1.5% | $6,709-9.9% | $3,539+70.8% |
| Admin fee / account holder | $97 | $131-26.2% | $10,261-99.1% | $142-32.1% |