Filed August 31, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 16 · EIN 20-8874282 | Consulting | $21,135 |
HUGHES PITTMAN & GUPTON, LLP4 years Service code 50 · EIN 56-1415202 | Direct Payment | $16,850 |
Service code 49 · EIN 04-1590850 | Other Services | $11,732 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,266 | $101,523-6.2% | $141,162-32.5% | $77,787+22.5% |
| Participation rate | 99.3% | 77.4%+21.9pp | 82.5%+16.8pp | 73.2%+26.1pp |
| Annual return | 20.70% | 56.22%-35.5pp | 71.39%-50.7pp | 32.57%-11.9pp |
| Employer contribution / active EE | $10,185 | $3,341+204.9% | $4,735+115.1% | $2,504+306.7% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $29 | $92-68.5% | $10,261-99.7% | $100-71.2% |