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 | $238,872 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $134,306 |
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 | $27,701 | $82,546-66.4% | $140,016-80.2% | $75,289-63.2% |
| Participation rate | 98.0% | 88.4%+9.6pp | 87.5%+10.5pp | 72.4%+25.6pp |
| Annual return | -0.49% | -0.36%-0.1pp | 651.12%-651.6pp | -0.04%-0.5pp |
| Employer contribution / active EE | $1,535 | $3,856-60.2% | $5,606-72.6% | $2,405-36.2% |
| Participant deferral / active EE | $5,840 | $5,731+1.9% | $6,927-15.7% | $3,739+56.2% |
| Admin fee / account holder | $86 | $86+0.7% | $10,705-99.2% | $102-15.6% |