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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 15 · EIN 20-8874282 | Recordkeeping | $32,388 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,766 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,016 | $105,181-42.9% | $159,436-62.4% | $85,850-30.1% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.8%+1.4pp | 69.3%+14.9pp |
| Annual return | 13.56% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,207 | $3,318-33.5% | $4,829-54.3% | $2,565-14.0% |
| Participant deferral / active EE | $7,669 | $5,945+29.0% | $7,352+4.3% | $3,952+94.1% |
| Admin fee / account holder | $365 | $6,933-94.7% | $10,799-96.6% | $6,260-94.2% |