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 3-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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,103 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,745 | $86,897-60.0% | $151,611-77.1% | $64,808-46.4% |
| Participation rate | 94.8% | 87.3%+7.6pp | 87.5%+7.3pp | 71.5%+23.4pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.33%-3.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,356 | $4,010-41.2% | $6,166-61.8% | $2,506-6.0% |
| Participant deferral / active EE | $5,570 | $6,690-16.7% | $8,363-33.4% | $4,310+29.2% |
| Admin fee / account holder | $133 | $153-12.8% | $11,616-98.9% | $188-29.0% |