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 | Recordkeeping fees; Participant loan ... | $110,602 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
SAGGAR & ROSENBERG, P.C.2 years Service code 10 · EIN 52-2190100 | Accounting | $37,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $306 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $115,270 | $86,897+32.7% | $151,611-24.0% | $64,808+77.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.05% | -3.57%-11.5pp | 3.33%-18.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $4,414 | $4,010+10.1% | $6,166-28.4% | $2,506+76.2% |
| Participant deferral / active EE | $12,445 | $6,690+86.0% | $8,363+48.8% | $4,310+188.7% |
| Admin fee / account holder | $111 | $153-27.4% | $11,616-99.0% | $188-40.8% |