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 | $133,339 |
Filed as: LOCKTON Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 20-3247391 | Advisory (Plan) | $11,250 |
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 | $46,225 | $38,058+21.5% | $169,463-72.7% | $75,289-38.6% |
| Participation rate | 96.0% | 65.1%+30.8pp | 77.8%+18.2pp | 72.4%+23.6pp |
| Annual return | -4.69% | -2.88%-1.8pp | 1.83%-6.5pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,942 | $1,478+31.4% | $4,159-53.3% | $2,405-19.2% |
| Participant deferral / active EE | $5,206 | $3,201+62.7% | $5,277-1.3% | $3,739+39.3% |
| Admin fee / account holder | $51 | $85-39.8% | $9,109-99.4% | $102-49.9% |