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 06-1050034 | Contract Administrator | $72,460 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $37,303 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,811 |
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 | $120,051 | $81,537+47.2% | $149,718-19.8% | $69,631+72.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 16.22% | 22.79%-6.6pp | 1501.63%-1485.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,276 | $3,239+1.2% | $5,445-39.8% | $2,032+61.2% |
| Participant deferral / active EE | $7,551 | $4,994+51.2% | $6,569+15.0% | $3,224+134.2% |
| Admin fee / account holder | $225 | $107+110.2% | $11,283-98.0% | $110+103.4% |