Filed July 30, 2006
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,514 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $41,466 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $13,211 |
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 | $78,328 | $68,413+14.5% | $123,104-36.4% | $55,191+41.9% |
| Participation rate | 95.2% | 84.5%+10.7pp | 86.8%+8.5pp | 69.2%+26.1pp |
| Annual return | 3.38% | 6.30%-2.9pp | 13.22%-9.8pp | 10.78%-7.4pp |
| Employer contribution / active EE | $4,760 | $3,050+56.0% | $5,151-7.6% | $1,899+150.7% |
| Participant deferral / active EE | $7,487 | $4,490+66.7% | $6,230+20.2% | $3,046+145.8% |
| Admin fee / account holder | $211 | $88+139.9% | $9,015-97.7% | $91+132.0% |