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 9-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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $7,449 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,590 |
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 | $73,822 | $53,925+36.9% | $75,670-2.4% | $69,631+6.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.58% | 17.84%-3.3pp | 27.34%-12.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3,052 | $1,802+69.4% | $2,352+29.8% | $2,032+50.2% |
| Participant deferral / active EE | $6,747 | $2,569+162.6% | $3,142+114.7% | $3,224+109.3% |
| Admin fee / account holder | $12 | $97-87.4% | $5,800-99.8% | $110-88.9% |