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 10-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $24,001 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $15,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $0 |
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 | $79,927 | $65,118+22.7% | $76,768+4.1% | $55,725+43.4% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.9pp | 70.9%+25.0pp |
| Annual return | -3.76% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,796 | $1,941+147.1% | $2,485+93.0% | $2,078+130.8% |
| Participant deferral / active EE | $6,306 | $3,688+71.0% | $3,852+63.7% | $3,356+87.9% |
| Admin fee / account holder | $171 | $116+47.6% | $6,675-97.4% | $115+48.5% |