Filed December 30, 2014 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $67,636 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,000 |
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 | $31,166 | $55,790-44.1% | $76,817-59.4% | $67,579-53.9% |
| Participation rate | 79.4% | 71.1%+8.3pp | 72.1%+7.3pp | 71.3%+8.2pp |
| Annual return | 28.53% | 64.45%-35.9pp | 1166.11%-1137.6pp | 378.56%-350.0pp |
| Employer contribution / active EE | $1,448 | $1,810-20.0% | $2,302-37.1% | $2,148-32.6% |
| Participant deferral / active EE | $2,604 | $2,875-9.4% | $3,336-21.9% | $3,539-26.4% |
| Admin fee / account holder | $197 | $159+24.0% | $6,420-96.9% | $142+38.7% |