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 37 · EIN 04-2647786 | Loan Processing | $32,524 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,113 | $30,086+43.3% | $61,373-29.8% | $64,808-33.5% |
| Participation rate | 30.5% | 36.4%-5.9pp | 52.6%-22.1pp | 71.5%-41.0pp |
| Annual return | -14.86% | -13.99%-0.9pp | 338.61%-353.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $312 | $536-41.7% | $1,159-73.1% | $2,506-87.5% |
| Participant deferral / active EE | $1,703 | $1,126+51.3% | $2,125-19.8% | $4,310-60.5% |
| Admin fee / account holder | $282 | $148+90.3% | $2,130-86.8% | $188+50.1% |