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 LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $12,180 |
TROUTMAN SANDERS LLP4 years Service code 29 PO BOX 933652 · ATLANTA, GA 31193 | Legal | $6,710 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,240 |
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 | $78,481 | $79,519-1.3% | $95,952-18.2% | $73,409+6.9% |
| Participation rate | 93.5% | 81.2%+12.3pp | 77.1%+16.4pp | 72.2%+21.3pp |
| Annual return | 12.08% | 19.20%-7.1pp | 91.61%-79.5pp | 59.29%-47.2pp |
| Employer contribution / active EE | $3,408 | $2,048+66.4% | $2,541+34.1% | $2,234+52.6% |
| Participant deferral / active EE | $6,872 | $4,138+66.1% | $4,167+64.9% | $3,805+80.6% |
| Admin fee / account holder | $27 | $184-85.5% | $6,795-99.6% | $158-83.1% |