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, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $60,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,683 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 399 THORNAL STREET · EDISON, NJ 08837 | Accounting | $25,000 |
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 | $117,578 | $127,481-7.8% | $149,696-21.5% | $90,288+30.2% |
| Participation rate | 79.6% | 78.2%+1.4pp | 82.5%-2.9pp | 73.4%+6.2pp |
| Annual return | 16.67% | 57.78%-41.1pp | 276.60%-259.9pp | 53.97%-37.3pp |
| Employer contribution / active EE | $3,977 | $3,448+15.3% | $4,644-14.4% | $2,524+57.5% |
| Participant deferral / active EE | $6,713 | $6,975-3.8% | $6,842-1.9% | $4,232+58.6% |
| Admin fee / account holder | $43 | $152-72.0% | $9,309-99.5% | $114-62.7% |