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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $55,997 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,666 |
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 | $93,503 | $100,801-7.2% | $149,696-37.5% | $73,409+27.4% |
| Participation rate | 73.0% | 77.7%-4.7pp | 82.5%-9.5pp | 72.2%+0.8pp |
| Annual return | 207.23% | 265.34%-58.1pp | 276.60%-69.4pp | 59.29%+147.9pp |
| Employer contribution / active EE | $2,714 | $3,312-18.1% | $4,644-41.6% | $2,234+21.5% |
| Participant deferral / active EE | $6,508 | $6,404+1.6% | $6,842-4.9% | $3,805+71.0% |
| Admin fee / account holder | $223 | $181+23.5% | $9,309-97.6% | $158+41.4% |