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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $417,831 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $124,511 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $913 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
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 | $44,582 | $65,708-32.2% | $76,817-42.0% | $77,787-42.7% |
| Participation rate | 99.8% | 79.0%+20.9pp | 72.1%+27.7pp | 73.2%+26.6pp |
| Annual return | 48.45% | 49.86%-1.4pp | 1166.11%-1117.7pp | 32.57%+15.9pp |
| Employer contribution / active EE | $1,686 | $2,167-22.2% | $2,302-26.8% | $2,504-32.7% |
| Participant deferral / active EE | $2,440 | $3,254-25.0% | $3,336-26.9% | $3,967-38.5% |
| Admin fee / account holder | -$0 | $91-100.4% | $6,420-100.0% | $100-100.4% |