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, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $71,708 |
WHITLEY PENN LLP4+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $11,962 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 33 · EIN 52-1714114 | Participant loan processing; Other co... | $11,195 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,971 | $65,223+45.6% | $80,019+18.7% | $55,725+70.4% |
| Participation rate | 98.3% | 80.6%+17.7pp | 75.8%+22.4pp | 70.9%+27.4pp |
| Annual return | -7.06% | 7.59%-14.7pp | 11.22%-18.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $7,137 | $2,544+180.6% | $2,468+189.2% | $2,078+243.4% |
| Participant deferral / active EE | $10,395 | $3,881+167.9% | $3,686+182.1% | $3,356+209.8% |
| Admin fee / account holder | $82 | $114-28.2% | $6,521-98.7% | $115-28.8% |