Filed March 10, 2015
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, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $164,239 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $76,780 |
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 | $42,567 | $71,957-40.8% | $67,652-37.1% | $59,188-28.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 75.7%+17.2pp | 69.4%+23.5pp |
| Annual return | -0.34% | 8.53%-8.9pp | 6625.04%-6625.4pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,489 | $2,432-38.8% | $2,266-34.3% | $2,098-29.0% |
| Participant deferral / active EE | $2,916 | $4,211-30.8% | $3,560-18.1% | $3,265-10.7% |
| Admin fee / account holder | $42 | $64-33.8% | $4,821-99.1% | $92-54.0% |