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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $48,825 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,182 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,745 | $155,795-30.2% | $136,294-20.2% | $69,631+56.2% |
| Participation rate | 57.4% | 75.2%-17.8pp | 81.9%-24.5pp | 70.7%-13.3pp |
| Annual return | 21.26% | 232464.33%-232443.1pp | 5155.94%-5134.7pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $2,390 | $2,991-20.1% | $4,695-49.1% | $2,032+17.6% |
| Participant deferral / active EE | $5,488 | $5,394+1.7% | $6,247-12.2% | $3,224+70.2% |
| Admin fee / account holder | $128 | $128-0.5% | $9,243-98.6% | $110+15.5% |