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) | $46,504 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,319 |
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 | $90,102 | $73,004+23.4% | $90,749-0.7% | $68,494+31.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.67% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,613 | $2,193+110.4% | $2,921+57.9% | $2,596+77.7% |
| Participant deferral / active EE | $9,619 | $3,627+165.2% | $4,564+110.8% | $4,027+138.9% |
| Admin fee / account holder | $695 | $5,896-88.2% | $8,445-91.8% | $5,403-87.1% |