Filed February 10, 2017 (most recent of 5 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $187,024 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $96,316 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $61,846 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,957 | $89,274-70.9% | $149,718-82.7% | $77,958-66.7% |
| Participation rate | 96.5% | 87.6%+8.9pp | 87.1%+9.5pp | 71.6%+24.9pp |
| Annual return | 22.13% | 20.36%+1.8pp | 1501.63%-1479.5pp | 20.87%+1.3pp |
| Employer contribution / active EE | $1,008 | $3,727-72.9% | $5,445-81.5% | $2,310-56.4% |
| Participant deferral / active EE | $4,947 | $5,382-8.1% | $6,569-24.7% | $3,537+39.9% |
| Admin fee / account holder | $71 | $240-70.6% | $11,283-99.4% | $97-27.5% |