Filed June 25, 2024 (most recent of 2 filings on file)
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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $47,778 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 20-8874285 | Advisory (Plan) | $17,947 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $143,821 | $88,122+63.2% | $141,162+1.9% | $67,579+112.8% |
| Participation rate | 95.4% | 76.5%+18.9pp | 82.5%+12.9pp | 71.3%+24.1pp |
| Annual return | 27.53% | 75.40%-47.9pp | 71.39%-43.9pp | 378.56%-351.0pp |
| Employer contribution / active EE | $3,076 | $3,224-4.6% | $4,735-35.0% | $2,148+43.2% |
| Participant deferral / active EE | $11,022 | $5,958+85.0% | $6,709+64.3% | $3,539+211.4% |
| Admin fee / account holder | $61 | $131-53.5% | $10,261-99.4% | $142-57.2% |