Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $130,062 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,487 | $67,505+10.3% | $80,004-6.9% | $67,505+10.3% |
| Participation rate | 94.3% | 71.2%+23.1pp | 73.0%+21.3pp | 71.2%+23.1pp |
| Annual return | 3.46% | 6.52%-3.1pp | 7.63%-4.2pp | 6.52%-3.1pp |
| Employer contribution / active EE | $1,501 | $2,173-30.9% | $2,473-39.3% | $2,173-30.9% |
| Participant deferral / active EE | $4,758 | $3,597+32.3% | $3,204+48.5% | $3,597+32.3% |
| Admin fee / account holder | $23 | $56-59.2% | $5,033-99.5% | $56-59.2% |