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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,434 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,137 | $69,231-18.9% | $91,989-39.0% | $67,579-16.9% |
| Participation rate | 79.9% | 78.9%+1.0pp | 78.6%+1.2pp | 71.3%+8.6pp |
| Annual return | 26.63% | 32.03%-5.4pp | 69.02%-42.4pp | 378.56%-351.9pp |
| Employer contribution / active EE | $1,809 | $2,284-20.8% | $3,452-47.6% | $2,148-15.8% |
| Participant deferral / active EE | $8,386 | $5,854+43.3% | $5,923+41.6% | $3,539+136.9% |
| Admin fee / account holder | $60 | $107-44.3% | $7,743-99.2% | $142-58.0% |