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 8-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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $79,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,604 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,782 | $52,293+48.7% | $178,490-56.4% | $73,409+6.0% |
| Participation rate | 85.5% | 65.3%+20.1pp | 81.9%+3.5pp | 72.2%+13.3pp |
| Annual return | 167.57% | 34.75%+132.8pp | 151.07%+16.5pp | 59.29%+108.3pp |
| Employer contribution / active EE | $724 | $1,735-58.3% | $5,011-85.6% | $2,234-67.6% |
| Participant deferral / active EE | $5,128 | $2,332+119.9% | $5,202-1.4% | $3,805+34.8% |
| Admin fee / account holder | $171 | $127+34.2% | $13,984-98.8% | $158+8.2% |