Filed June 19, 2013
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 37 · EIN 04-2647786 | Loan Processing | $147,784 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $77,121 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,613 | $91,746-7.8% | $146,665-42.3% | $93,030-9.0% |
| Participation rate | 90.4% | 80.9%+9.5pp | 80.1%+10.4pp | 73.9%+16.5pp |
| Annual return | 16.53% | 18.28%-1.8pp | 22.74%-6.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $1,533 | $2,815-45.5% | $4,136-62.9% | $2,706-43.3% |
| Participant deferral / active EE | $6,354 | $4,589+38.5% | $5,506+15.4% | $4,562+39.3% |
| Admin fee / account holder | $195 | $101+92.8% | $10,280-98.1% | $152+28.6% |