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) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,619 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,085 | $78,781-17.4% | $100,516-35.2% | $73,409-11.3% |
| Participation rate | 81.1% | 80.0%+1.0pp | 79.4%+1.7pp | 72.2%+8.9pp |
| Annual return | 17.72% | 31.69%-14.0pp | 30.89%-13.2pp | 59.29%-41.6pp |
| Employer contribution / active EE | $247 | $2,420-89.8% | $3,418-92.8% | $2,234-88.9% |
| Participant deferral / active EE | $8,010 | $6,537+22.5% | $6,270+27.8% | $3,805+110.5% |
| Admin fee / account holder | $92 | $145-36.4% | $8,081-98.9% | $158-41.4% |