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 | $48,502 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $20,349 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 16 · EIN 20-8874282 | Consulting | $18,931 |
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 | $36,753 | $62,928-41.6% | $172,739-78.7% | $67,579-45.6% |
| Participation rate | 99.4% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 29.00% | 30.36%-1.4pp | 802.84%-773.8pp | 378.56%-349.6pp |
| Employer contribution / active EE | $2,563 | $1,636+56.7% | $5,143-50.2% | $2,148+19.3% |
| Participant deferral / active EE | $4,162 | $2,145+94.0% | $5,198-19.9% | $3,539+17.6% |
| Admin fee / account holder | $149 | $167-10.7% | $13,954-98.9% | $142+4.6% |