Filed June 29, 2017
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 37 · EIN 04-2647786 | Loan Processing | $37,123 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,368 |
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 | $29,663 | $46,173-35.8% | $170,442-82.6% | $69,631-57.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 19.22% | 21.62%-2.4pp | 205.93%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,145 | $1,610+33.3% | $5,433-60.5% | $2,032+5.6% |
| Participant deferral / active EE | $3,081 | $2,080+48.1% | $4,939-37.6% | $3,224-4.4% |
| Admin fee / account holder | $132 | $116+14.0% | $13,880-99.0% | $110+19.7% |