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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.
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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 16 · EIN 20-8874282 | Consulting | $28,125 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,164 |
WEAVER AND TIDWELL, LLP3 years Service code 10 · EIN 75-0786316 | Accounting | $7,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,174 | $64,612-19.3% | $86,436-39.6% | $64,808-19.5% |
| Participation rate | 75.4% | 81.5%-6.1pp | 80.3%-4.9pp | 71.5%+3.9pp |
| Annual return | -15.16% | 0.66%-15.8pp | 4394.89%-4410.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $622 | $2,744-77.3% | $3,769-83.5% | $2,506-75.2% |
| Participant deferral / active EE | $5,280 | $7,497-29.6% | $6,952-24.0% | $4,310+22.5% |
| Admin fee / account holder | $54 | $169-68.3% | $6,731-99.2% | $188-71.4% |