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, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $60,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,860 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 399 THORNAL STREET · EDISON, NJ 08837 | Accounting | $27,000 |
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 | $104,877 | $101,523+3.3% | $141,162-25.7% | $77,787+34.8% |
| Participation rate | 77.2% | 77.4%-0.1pp | 82.5%-5.2pp | 73.2%+4.0pp |
| Annual return | 24.08% | 56.22%-32.1pp | 71.39%-47.3pp | 32.57%-8.5pp |
| Employer contribution / active EE | $6,215 | $3,341+86.0% | $4,735+31.2% | $2,504+148.1% |
| Participant deferral / active EE | $3,904 | $6,434-39.3% | $6,709-41.8% | $3,967-1.6% |
| Admin fee / account holder | $45 | $92-50.4% | $10,261-99.6% | $100-54.6% |