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 | $171,122 |
Filed as: LOCKTON INVESTMENT SECURITIES, LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,508 | $52,293+17.6% | $178,490-65.5% | $73,409-16.2% |
| Participation rate | 71.9% | 65.3%+6.5pp | 81.9%-10.0pp | 72.2%-0.3pp |
| Annual return | 24.73% | 34.75%-10.0pp | 151.07%-126.3pp | 59.29%-34.6pp |
| Employer contribution / active EE | $2,967 | $1,735+71.0% | $5,011-40.8% | $2,234+32.8% |
| Participant deferral / active EE | $6,068 | $2,332+160.2% | $5,202+16.7% | $3,805+59.5% |
| Admin fee / account holder | $209 | $127+64.2% | $13,984-98.5% | $158+32.5% |