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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $191,152 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $49,969 |
STATEMENT SYSTEMS INC.1 year Filed as: STATEMENT SYSTEMS, INC Service code 38 · EIN 75-2572531 | Participant Communication | $9,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,964 | $27,687+62.4% | $73,545-38.9% | $177,276-74.6% |
| Participation rate | 14.9% | 34.9%-20.0pp | 54.9%-40.0pp | 74.8%-59.9pp |
| Annual return | 17.07% | 16.77%+0.3pp | -15.16%+32.2pp | 21.25%-4.2pp |
| Employer contribution / active EE | $276 | $291-5.0% | $1,219-77.4% | $2,479-88.9% |
| Participant deferral / active EE | $572 | $778-26.5% | $1,806-68.3% | $3,881-85.3% |
| Admin fee / account holder | $138 | $59+131.8% | $2,320-94.1% | $154-10.6% |