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 | $542,921 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $105,000 |
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 | $87,213 | $68,904+26.6% | $90,645-3.8% | $68,904+26.6% |
| Participation rate | 96.6% | 74.1%+22.5pp | 74.0%+22.6pp | 74.1%+22.5pp |
| Annual return | -3.80% | 1.07%-4.9pp | 1.88%-5.7pp | 1.07%-4.9pp |
| Employer contribution / active EE | $1,952 | $2,540-23.1% | $2,532-22.9% | $2,540-23.1% |
| Participant deferral / active EE | $6,020 | $4,015+49.9% | $3,425+75.8% | $4,015+49.9% |
| Admin fee / account holder | $93 | $71+29.8% | $4,994-98.1% | $71+29.8% |