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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $73,562 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 16 · EIN 20-8874282 | Consulting | $37,500 |
HUGHES PITTMAN & GUPTON, LLP5 years Service code 50 · EIN 56-1415202 | Direct Payment | $17,100 |
Filed as: LOCKTON INVESTMENT ADVISORSLLC Service code 50 · EIN 20-8874282 | Direct Payment | $15,000 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 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.
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 | $109,978 | $127,481-13.7% | $149,696-26.5% | $90,288+21.8% |
| Participation rate | 99.3% | 78.2%+21.1pp | 82.5%+16.9pp | 73.4%+26.0pp |
| Annual return | 15.11% | 57.78%-42.7pp | 276.60%-261.5pp | 53.97%-38.9pp |
| Employer contribution / active EE | $9,934 | $3,448+188.1% | $4,644+113.9% | $2,524+293.6% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $80 | $152-47.4% | $9,309-99.1% | $114-30.1% |