Filed September 25, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $53,907 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,259 |
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 | $103,190 | $87,733+17.6% | $106,548-3.2% | $85,850+20.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.21% | 21.86%-9.6pp | 26.80%-14.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,317 | $2,073+108.3% | $2,819+53.2% | $2,565+68.3% |
| Participant deferral / active EE | $10,064 | $3,469+190.1% | $4,398+128.8% | $3,952+154.7% |
| Admin fee / account holder | $804 | $6,767-88.1% | $7,407-89.2% | $6,260-87.2% |