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 | $276,690 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
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 | $58,886 | $48,072+22.5% | $182,532-67.7% | $77,787-24.3% |
| Participation rate | 96.7% | 64.3%+32.4pp | 78.0%+18.7pp | 73.2%+23.4pp |
| Annual return | 26.40% | 31.26%-4.9pp | 148.54%-122.1pp | 32.57%-6.2pp |
| Employer contribution / active EE | $1,874 | $1,453+28.9% | $4,076-54.0% | $2,504-25.2% |
| Participant deferral / active EE | $5,526 | $3,209+72.2% | $5,5240% | $3,967+39.3% |
| Admin fee / account holder | $84 | $131-36.4% | $8,592-99.0% | $100-16.4% |