Filed February 4, 2006 (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 FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $64,340 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,168 |
Service code 28 · EIN 02-0887428 | Investment Management | $13,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,023 | $81,537+119.6% | $149,718+19.6% | $69,631+157.1% |
| Participation rate | 99.7% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 19.50% | 22.79%-3.3pp | 1501.63%-1482.1pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $7,209 | $3,239+122.6% | $5,445+32.4% | $2,032+254.7% |
| Participant deferral / active EE | $8,843 | $4,994+77.1% | $6,569+34.6% | $3,224+174.3% |
| Admin fee / account holder | $21 | $107-80.2% | $11,283-99.8% | $110-80.9% |