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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,982 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,714 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 70 · EIN 20-3354970 | Consulting Fees | $10,000 |
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 | $110,577 | $105,581+4.7% | $70,449+57.0% | $90,288+22.5% |
| Participation rate | 98.4% | 77.5%+20.9pp | 75.1%+23.4pp | 73.4%+25.1pp |
| Annual return | 12.99% | 14.78%-1.8pp | 109.03%-96.0pp | 53.97%-41.0pp |
| Employer contribution / active EE | $3,854 | $3,304+16.6% | $2,737+40.8% | $2,524+52.7% |
| Participant deferral / active EE | $5,754 | $3,813+50.9% | $3,709+55.2% | $4,232+36.0% |
| Admin fee / account holder | $104 | $68+54.3% | $3,845-97.3% | $114-8.7% |