Filed November 3, 2014
Total covered: 27 employees
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 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $227,291 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 | Consulting | $51,781 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $17,925 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $593 |
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 | $33,966 | $43,453-21.8% | $109,313-68.9% | $63,975-46.9% |
| Participation rate | 81.1% | 59.3%+21.9pp | 71.3%+9.9pp | 71.1%+10.0pp |
| Annual return | 7.23% | 9.85%-2.6pp | 22.07%-14.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,674 | $1,799-6.9% | $3,892-57.0% | $2,182-23.3% |
| Participant deferral / active EE | $1,452 | $2,093-30.6% | $3,166-54.1% | $3,356-56.7% |
| Admin fee / account holder | $85 | $79+7.4% | $5,666-98.5% | $70+20.3% |