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 | $42,262 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $70,161 | $46,173+52.0% | $170,442-58.8% | $69,631+0.8% |
| Participation rate | 78.0% | 63.9%+14.1pp | 83.6%-5.6pp | 70.7%+7.3pp |
| Annual return | 21.46% | 21.62%-0.2pp | 205.93%-184.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $3,419 | $1,610+112.4% | $5,433-37.1% | $2,032+68.2% |
| Participant deferral / active EE | $6,676 | $2,080+220.9% | $4,939+35.2% | $3,224+107.1% |
| Admin fee / account holder | $127 | $116+9.6% | $13,880-99.1% | $110+15.1% |