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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,831 |
Filed as: LOCKTON INVESTMENT ADV Service code 26 · EIN 20-8874282 | Advisory (Participants) | $45,542 |
Filed as: PRUDENTIAL RETIREMENT INS CO Service code 49 · EIN 06-1050034 | Other Services | $17,852 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,013 | $91,517-57.4% | $101,248-61.5% | $73,409-46.9% |
| Participation rate | 98.7% | 73.8%+24.9pp | 75.8%+22.9pp | 72.2%+26.6pp |
| Annual return | 10.44% | 17.17%-6.7pp | 46.47%-36.0pp | 59.29%-48.9pp |
| Employer contribution / active EE | $1,294 | $2,877-55.0% | $3,660-64.6% | $2,234-42.1% |
| Participant deferral / active EE | $4,143 | $3,338+24.1% | $4,370-5.2% | $3,805+8.9% |
| Admin fee / account holder | $120 | $216-44.3% | $5,945-98.0% | $158-23.9% |