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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $173,963 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
SAGGAR & ROSENBERG, P.C.3 years Filed as: SAGGAR & ROSENBERG PC Service code 10 · EIN 52-2190100 | Accounting | $36,500 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $106,924 | $95,776+11.6% | $162,163-34.1% | $77,787+37.5% |
| Participation rate | 98.7% | 88.6%+10.1pp | 87.6%+11.2pp | 73.2%+25.5pp |
| Annual return | 23.84% | 37.03%-13.2pp | 115.59%-91.7pp | 32.57%-8.7pp |
| Employer contribution / active EE | $3,681 | $3,874-5.0% | $5,614-34.4% | $2,504+47.0% |
| Participant deferral / active EE | $9,986 | $6,125+63.0% | $7,298+36.8% | $3,967+151.7% |
| Admin fee / account holder | $162 | $88+84.9% | $10,843-98.5% | $100+62.0% |