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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $135,776 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $89,290 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,237 | $80,211-48.6% | $74,183-44.4% | $63,975-35.5% |
| Participation rate | 93.9% | 84.2%+9.7pp | 76.6%+17.2pp | 71.1%+22.7pp |
| Annual return | -22.08% | 14.13%-36.2pp | 17.74%-39.8pp | 48.65%-70.7pp |
| Employer contribution / active EE | $1,774 | $2,553-30.5% | $2,370-25.2% | $2,182-18.7% |
| Participant deferral / active EE | $2,841 | $4,370-35.0% | $3,550-20.0% | $3,356-15.3% |
| Admin fee / account holder | $93 | $67+38.6% | $5,586-98.3% | $70+32.2% |