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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,679 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $94,755 |
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 | $153,620 | $111,491+37.8% | $189,513-18.9% | $86,799+77.0% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.8%+8.1pp | 72.3%+23.6pp |
| Annual return | 16.99% | 83.50%-66.5pp | 555.15%-538.2pp | 97.91%-80.9pp |
| Employer contribution / active EE | $5,174 | $3,951+30.9% | $6,162-16.0% | $2,405+115.1% |
| Participant deferral / active EE | $9,277 | $6,437+44.1% | $8,221+12.8% | $4,131+124.6% |
| Admin fee / account holder | $385 | $189+103.8% | $12,045-96.8% | $170+126.8% |