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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT SECURITIES LLC Service code 27 444 WEST 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $48,956 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $15,558 |
ACTUARIAL BENEFITS CORP9 years Service code 14 · EIN 20-1054428 | Plan Administrator | $15,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,560 | $87,870+79.3% | $113,168+39.2% | $74,304+112.0% |
| Participation rate | 88.3% | 70.7%+17.6pp | 76.6%+11.8pp | 60.3%+28.0pp |
| Annual return | 13.09% | 26.44%-13.3pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,354 | $2,277+47.3% | $2,975+12.7% | $2,241+49.6% |
| Participant deferral / active EE | $8,523 | $4,241+101.0% | $5,107+66.9% | $3,767+126.2% |
| Admin fee / account holder | $499 | $3,368-85.2% | $12,068-95.9% | $2,969-83.2% |