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 | $252,848 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $40,000 |
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 | $71,547 | $48,592+47.2% | $185,823-61.5% | $90,288-20.8% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.0%+17.7pp | 73.4%+22.4pp |
| Annual return | 20.33% | 68.51%-48.2pp | 35.95%-15.6pp | 53.97%-33.6pp |
| Employer contribution / active EE | $2,086 | $1,389+50.1% | $4,087-49.0% | $2,524-17.4% |
| Participant deferral / active EE | $6,093 | $3,463+76.0% | $5,632+8.2% | $4,232+44.0% |
| Admin fee / account holder | $76 | $77-1.5% | $9,500-99.2% | $114-33.1% |