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 8-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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $70,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,075 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 399 THORNAL STREET · EDISON, NJ 08837 | Accounting | $10,000 |
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 | $84,031 | $88,874-5.4% | $123,544-32.0% | $75,289+11.6% |
| Participation rate | 83.7% | 75.9%+7.8pp | 82.3%+1.4pp | 72.4%+11.3pp |
| Annual return | 22.68% | 4.22%+18.5pp | 119.20%-96.5pp | -0.04%+22.7pp |
| Employer contribution / active EE | $3,873 | $3,256+19.0% | $4,628-16.3% | $2,405+61.0% |
| Participant deferral / active EE | $6,285 | $6,174+1.8% | $6,426-2.2% | $3,739+68.1% |
| Admin fee / account holder | $40 | $95-58.0% | $9,284-99.6% | $102-61.2% |