Filed February 19, 2005 (most recent of 5 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $140,132 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LLC LOCKTON INVESTMENT ADVISOR Service code 50 · EIN 20-8874282 | Direct Payment | $63,975 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $23,650 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P.MORGAN CHASE BANK NA Service code 52 | Indirect Investment Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,498 | $36,004-37.5% | $64,105-64.9% | $69,651-67.7% |
| Participation rate | 44.3% | 47.3%-3.0pp | 68.2%-23.9pp | 66.6%-22.3pp |
| Annual return | -0.59% | 4.26%-4.8pp | 791.24%-791.8pp | 53.77%-54.4pp |
| Employer contribution / active EE | $514 | $617-16.6% | $1,820-71.7% | $2,241-77.1% |
| Participant deferral / active EE | $591 | $1,166-49.3% | $2,822-79.0% | $3,635-83.7% |
| Admin fee / account holder | $18 | $49-62.8% | $4,499-99.6% | $63-71.2% |