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 5-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,036 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $16,682 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,312 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,316 | $37,426-43.0% | $77,482-72.5% | $79,858-73.3% |
| Participation rate | 84.3% | 41.5%+42.8pp | 54.2%+30.2pp | 69.6%+14.7pp |
| Annual return | 12.33% | 39.70%-27.4pp | 54.79%-42.5pp | 31.71%-19.4pp |
| Employer contribution / active EE | $487 | $637-23.5% | $986-50.6% | $2,471-80.3% |
| Participant deferral / active EE | $3,911 | $1,260+210.4% | $1,861+110.1% | $3,740+4.6% |
| Admin fee / account holder | $125 | $2,504-95.0% | $2,858-95.6% | $5,306-97.6% |