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 FINANCIAL ADVISORS LLC Service code 53 · EIN 20-3247391 | Insurance Commissions | $45,394 |
Service code 49 · EIN 04-1590850 | Other Services | $2,310 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
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 | $199,616 | $89,652+122.7% | $141,162+41.4% | $65,185+206.2% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 24.74% | 32.79%-8.0pp | 71.39%-46.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,076 | $3,065+0.4% | $4,735-35.0% | $2,177+41.3% |
| Participant deferral / active EE | $10,110 | $5,691+77.6% | $6,709+50.7% | $3,514+187.7% |
| Admin fee / account holder | $16 | $569-97.2% | $10,261-99.8% | $847-98.1% |