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 | $124,274 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $64,585 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,826 | $84,000-30.0% | $119,609-50.8% | $77,904-24.5% |
| Participation rate | 91.4% | 77.8%+13.6pp | 79.3%+12.2pp | 73.7%+17.7pp |
| Annual return | 2.61% | -11.59%+14.2pp | -14.97%+17.6pp | 12.21%-9.6pp |
| Employer contribution / active EE | $1,865 | $2,907-35.9% | $4,232-55.9% | $2,848-34.5% |
| Participant deferral / active EE | $6,519 | $4,705+38.6% | $5,602+16.4% | $4,806+35.6% |
| Admin fee / account holder | $124 | $116+7.2% | $10,323-98.8% | $133-6.3% |