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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $47,060 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,485 | $80,177+29.1% | $123,892-16.5% | $57,658+79.5% |
| Participation rate | 56.3% | 74.4%-18.1pp | 81.4%-25.1pp | 70.2%-13.9pp |
| Annual return | 7.89% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,478 | $2,913-14.9% | $4,617-46.3% | $1,974+25.6% |
| Participant deferral / active EE | $6,267 | $5,130+22.2% | $5,984+4.7% | $3,061+104.8% |
| Admin fee / account holder | $94 | $106-11.3% | $8,357-98.9% | $95-0.3% |