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 | $87,615 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $38,917 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $29,818 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,517 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,988 | $155,795-73.0% | $136,294-69.2% | $69,631-39.7% |
| Participation rate | 95.6% | 75.2%+20.3pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 21.28% | 232464.33%-232443.1pp | 5155.94%-5134.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,529 | $2,991-48.9% | $4,695-67.4% | $2,032-24.8% |
| Participant deferral / active EE | $4,389 | $5,394-18.6% | $6,247-29.7% | $3,224+36.2% |
| Admin fee / account holder | $150 | $128+16.7% | $9,243-98.4% | $110+35.6% |