See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $91,341 |
Filed as: LOCKTON INVESTMENT SECURITIES LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $43,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,865 | $56,503+101.5% | $70,092+62.5% | $64,808+75.7% |
| Participation rate | 28.6% | 70.5%-41.8pp | 70.5%-41.8pp | 71.5%-42.8pp |
| Annual return | -13.23% | -13.44%+0.2pp | 190.73%-204.0pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,005 | $2,046-50.9% | $2,559-60.7% | $2,506-59.9% |
| Participant deferral / active EE | $2,321 | $3,389-31.5% | $3,849-39.7% | $4,310-46.2% |
| Admin fee / account holder | $274 | $160+71.1% | $6,267-95.6% | $188+46.1% |