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 | $708,643 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $236,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,355 | $45,959+161.9% | $91,220+31.9% | $77,904+54.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.2%+26.8pp | 73.7%+26.3pp |
| Annual return | -15.08% | -5.32%-9.8pp | 114.01%-129.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $3,012 | $1,451+107.6% | $2,850+5.7% | $2,848+5.8% |
| Participant deferral / active EE | $7,061 | $3,283+115.1% | $4,234+66.8% | $4,806+46.9% |
| Admin fee / account holder | $120 | $99+21.3% | $5,420-97.8% | $133-9.7% |