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 | $103,075 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $89,995 |
AHEARN JASCO + COMPANY PA2 years Service code 10 · EIN 59-2008973 | Accounting | $33,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $17,873 |
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 | $106,700 | $79,519+34.2% | $95,952+11.2% | $73,409+45.3% |
| Participation rate | 94.3% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 12.11% | 19.20%-7.1pp | 91.61%-79.5pp | 59.29%-47.2pp |
| Employer contribution / active EE | $5,470 | $2,048+167.1% | $2,541+115.3% | $2,234+144.9% |
| Participant deferral / active EE | $6,732 | $4,138+62.7% | $4,167+61.6% | $3,805+76.9% |
| Admin fee / account holder | $242 | $184+31.5% | $6,795-96.4% | $158+53.6% |