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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $15,101 |
BDO USA, LLP1 year Filed as: BDO USA, LLC Service code 10 · EIN 13-5381590 | Accounting | $11,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,719 |
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 | $149,939 | $75,183+99.4% | $123,892+21.0% | $55,167+171.8% |
| Participation rate | 94.9% | 72.8%+22.1pp | 81.4%+13.5pp | 69.0%+25.9pp |
| Annual return | 11.37% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.9pp |
| Employer contribution / active EE | $9,022 | $2,823+219.5% | $4,617+95.4% | $1,963+359.7% |
| Participant deferral / active EE | $9,382 | $5,084+84.5% | $5,984+56.8% | $3,054+207.2% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |