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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $70,875 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $26,112 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $25,350 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,205 | $39,909-26.8% | $78,778-62.9% | $80,976-63.9% |
| Participation rate | 41.8% | 55.7%-13.9pp | 69.2%-27.4pp | 68.3%-26.4pp |
| Annual return | 15.44% | 23.47%-8.0pp | 35.62%-20.2pp | 22.91%-7.5pp |
| Employer contribution / active EE | $339 | $778-56.4% | $1,986-82.9% | $2,402-85.9% |
| Participant deferral / active EE | $569 | $1,359-58.1% | $2,958-80.8% | $3,848-85.2% |
| Admin fee / account holder | $11 | $50-78.0% | $5,134-99.8% | $67-83.8% |