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 | $639,765 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $105,000 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $28,767 |
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 | $103,906 | $82,204+26.4% | $99,443+4.5% | $82,204+26.4% |
| Participation rate | 95.2% | 73.4%+21.8pp | 73.8%+21.4pp | 73.4%+21.8pp |
| Annual return | 23.21% | 26.31%-3.1pp | 30.72%-7.5pp | 26.31%-3.1pp |
| Employer contribution / active EE | $1,930 | $2,707-28.7% | $2,540-24.0% | $2,707-28.7% |
| Participant deferral / active EE | $6,004 | $4,246+41.4% | $3,619+65.9% | $4,246+41.4% |
| Admin fee / account holder | $100 | $76+31.7% | $6,250-98.4% | $76+31.7% |