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) | $51,040 |
ACTUARIAL BENEFITS CORP8 years Service code 14 · EIN 20-1054428 | Plan Administrator | $14,559 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $12,818 |
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 | $148,103 | $79,171+87.1% | $102,423+44.6% | $74,495+98.8% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 12.33% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $3,321 | $2,362+40.6% | $3,023+9.8% | $2,623+26.6% |
| Participant deferral / active EE | $8,415 | $4,415+90.6% | $5,053+66.5% | $4,346+93.6% |
| Admin fee / account holder | $482 | $2,001-75.9% | $9,451-94.9% | $1,942-75.2% |