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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-3247391 | Consulting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,925 |
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 | $39,254 | $36,700+7.0% | $171,082-77.1% | $63,975-38.6% |
| Participation rate | 95.1% | 61.5%+33.6pp | 76.7%+18.4pp | 71.1%+24.0pp |
| Annual return | 8.50% | 12.80%-4.3pp | 32.56%-24.1pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,592 | $1,210+31.5% | $4,002-60.2% | $2,182-27.0% |
| Participant deferral / active EE | $4,206 | $2,696+56.0% | $4,797-12.3% | $3,356+25.3% |
| Admin fee / account holder | $1 | $68-98.0% | $8,520-100.0% | $70-98.1% |