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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $105,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $98,999 |
KONICA MINOLTA PREMIER1 year Filed as: KONICA MINOLTA BUS SOLUTIONS Service code 56 U.S.A. , INC . · RAMSEY, NJ 07446 | Non-monetary compensation | $0 |
SANDY DEREZIL1 year Filed as: SANDY SOHL Service code 56 KONICA MINOLTA BUS SOLUTIONS · RAMSEY, NJ 07446 | Non-monetary compensation | $0 |
SUSAN FLAHERTY1 year Filed as: SUSAN MCCARTHY Service code 56 KONICA MINOLTA BUS SOLUTIONS · RAMSEY, NJ 07446 | Non-monetary compensation | $0 |
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 | $78,941 | $65,292+20.9% | $87,507-9.8% | $65,292+20.9% |
| Participation rate | 95.0% | 72.4%+22.6pp | 73.8%+21.2pp | 72.4%+22.6pp |
| Annual return | 6.59% | 11.84%-5.3pp | 12.21%-5.6pp | 11.84%-5.3pp |
| Employer contribution / active EE | $1,615 | $2,302-29.8% | $2,550-36.7% | $2,302-29.8% |
| Participant deferral / active EE | $5,204 | $3,579+45.4% | $3,149+65.3% | $3,579+45.4% |
| Admin fee / account holder | $26 | $57-54.3% | $4,221-99.4% | $57-54.3% |