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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,092 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $81,811 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,756 | $111,608+18.1% | $177,821-25.9% | $73,409+79.5% |
| Participation rate | 97.9% | 87.9%+10.0pp | 87.7%+10.2pp | 72.2%+25.7pp |
| Annual return | 17.54% | 18.23%-0.7pp | 48.32%-30.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $4,993 | $3,796+31.5% | $5,918-15.6% | $2,234+123.5% |
| Participant deferral / active EE | $8,468 | $6,199+36.6% | $7,714+9.8% | $3,805+122.5% |
| Admin fee / account holder | $394 | $166+137.9% | $12,427-96.8% | $158+149.5% |