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 52 · EIN 04-1590850 | Indirect Investment Fees | $105,333 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,000 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $5,357 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
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 | $52,090 | $39,819+30.8% | $67,834-23.2% | $57,658-9.7% |
| Participation rate | 71.8% | 61.2%+10.6pp | 68.8%+3.0pp | 70.2%+1.6pp |
| Annual return | 7.11% | 9.19%-2.1pp | 138.47%-131.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,580 | $1,277+23.7% | $2,403-34.3% | $1,974-20.0% |
| Participant deferral / active EE | $2,259 | $2,209+2.2% | $3,160-28.5% | $3,061-26.2% |
| Admin fee / account holder | $171 | $84+104.8% | $4,622-96.3% | $95+81.2% |