Filed April 13, 2020 (most recent of 3 filings on file)
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 16 · EIN 20-8874282 | Consulting | $50,000 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $6,275 |
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 | $68,912 | $56,503+22.0% | $70,092-1.7% | $64,808+6.3% |
| Participation rate | 97.7% | 70.5%+27.2pp | 70.5%+27.2pp | 71.5%+26.3pp |
| Annual return | -16.99% | -13.44%-3.6pp | 190.73%-207.7pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,023 | $2,046+47.7% | $2,559+18.1% | $2,506+20.6% |
| Participant deferral / active EE | $5,481 | $3,389+61.7% | $3,849+42.4% | $4,310+27.2% |
| Admin fee / account holder | $49 | $160-69.2% | $6,267-99.2% | $188-73.7% |