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 37 · EIN 04-2647786 | Loan Processing | $149,009 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,555 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON COMPANIES,LLC Service code 10 · EIN 20-3354970 | Accounting | $13,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,823 | $83,458-77.4% | $123,104-84.7% | $67,505-72.1% |
| Participation rate | 92.6% | 84.5%+8.1pp | 86.8%+5.8pp | 71.2%+21.4pp |
| Annual return | 5.60% | 1.29%+4.3pp | 13.22%-7.6pp | 6.52%-0.9pp |
| Employer contribution / active EE | $1,830 | $3,087-40.7% | $5,151-64.5% | $2,173-15.8% |
| Participant deferral / active EE | $4,148 | $5,379-22.9% | $6,230-33.4% | $3,597+15.3% |
| Admin fee / account holder | $28 | $60-53.1% | $9,015-99.7% | $56-50.1% |