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 9-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 | $121,265 |
Filed as: LOCKTON INVESTMENT ADVISERS Service code 16 · EIN 20-3354970 | Consulting | $30,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $9,600 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 · EIN 20-3354970 | Consulting | $7,500 |
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 | $54,358 | $44,794+21.4% | $90,281-39.8% | $77,787-30.1% |
| Participation rate | 94.5% | 66.6%+27.9pp | 73.3%+21.2pp | 73.2%+21.2pp |
| Annual return | 22.57% | 28.23%-5.7pp | 78.10%-55.5pp | 32.57%-10.0pp |
| Employer contribution / active EE | $901 | $1,809-50.2% | $2,854-68.4% | $2,504-64.0% |
| Participant deferral / active EE | $3,801 | $2,642+43.9% | $3,885-2.2% | $3,967-4.2% |
| Admin fee / account holder | $141 | $94+49.5% | $5,351-97.4% | $100+41.1% |