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 49 · EIN 04-1590850 | Other Services | $23,158 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 16 · EIN 20-8874282 | Consulting | $22,500 |
HUGHES PITTMAN & GUPTON, LLP3 years Service code 50 · EIN 56-1415202 | Direct Payment | $16,600 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Employer 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 | $67,368 | $88,874-24.2% | $123,544-45.5% | $75,289-10.5% |
| Participation rate | 94.0% | 75.9%+18.2pp | 82.3%+11.7pp | 72.4%+21.6pp |
| Annual return | -3.88% | 4.22%-8.1pp | 119.20%-123.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $33 | $3,256-99.0% | $4,628-99.3% | $2,405-98.6% |
| Participant deferral / active EE | $6,582 | $6,174+6.6% | $6,426+2.4% | $3,739+76.0% |
| Admin fee / account holder | $36 | $95-62.2% | $9,284-99.6% | $102-65.1% |