Filed February 7, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $48,850 |
WHITLEY PENN LLP3+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $23,462 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 37 · EIN 52-1714114 | Loan Processing | $6,821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,222 | $75,284+38.4% | $91,001+14.5% | $69,631+49.7% |
| Participation rate | 95.9% | 80.4%+15.5pp | 75.6%+20.3pp | 70.7%+25.2pp |
| Annual return | 15.36% | 48.40%-33.0pp | 4.60%+10.8pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $6,336 | $2,473+156.2% | $2,456+158.0% | $2,032+211.8% |
| Participant deferral / active EE | $9,317 | $3,700+151.8% | $3,547+162.7% | $3,224+189.0% |
| Admin fee / account holder | $69 | $111-37.6% | $5,417-98.7% | $110-37.5% |