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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 · EIN 20-8874282 | Consulting | $116,583 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,866 |
Service code 10 · EIN 48-1246310 | Accounting | $10,400 |
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 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 | $93,170 | $80,354+15.9% | $133,980-30.5% | $63,975+45.6% |
| Participation rate | 84.1% | 87.5%-3.4pp | 87.1%-3.0pp | 71.1%+13.0pp |
| Annual return | 6.30% | 13.11%-6.8pp | 29.30%-23.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $3,472 | $3,503-0.9% | $5,211-33.4% | $2,182+59.2% |
| Participant deferral / active EE | $7,227 | $5,239+38.0% | $6,282+15.0% | $3,356+115.3% |
| Admin fee / account holder | $26 | $69-62.1% | $9,324-99.7% | $70-62.7% |