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, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $23,094 |
FIRST NATIONAL BANK OF OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $16,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,339 | $47,977-49.3% | $154,107-84.2% | $56,287-56.8% |
| Participation rate | 66.5% | 66.2%+0.3pp | 83.0%-16.5pp | 69.9%-3.3pp |
| Annual return | 1.70% | 3.54%-1.8pp | 735.12%-733.4pp | -9.96%+11.7pp |
| Employer contribution / active EE | $1,095 | $2,169-49.5% | $5,298-79.3% | $2,111-48.1% |
| Participant deferral / active EE | $2,904 | $2,392+21.4% | $5,081-42.8% | $3,350-13.3% |
| Admin fee / account holder | $188 | $438-57.1% | $13,411-98.6% | $521-63.9% |