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, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $74,037 |
WHITLEY PENN LLP5+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $26,895 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 33 · EIN 52-1714114 | Other commissions; Participant loan p... | $14,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,845 | $74,347+66.6% | $93,606+32.3% | $67,579+83.3% |
| Participation rate | 98.8% | 80.6%+18.2pp | 75.8%+23.0pp | 71.3%+27.5pp |
| Annual return | 21.36% | 28.07%-6.7pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $7,884 | $2,583+205.2% | $2,718+190.1% | $2,148+267.1% |
| Participant deferral / active EE | $11,626 | $4,060+186.4% | $4,069+185.7% | $3,539+228.5% |
| Admin fee / account holder | $107 | $123-12.4% | $7,888-98.6% | $142-24.5% |