Filed December 18, 1992
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,910 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,476 | $39,898+96.7% | $121,196-35.2% | $55,725+40.8% |
| Participation rate | 63.7% | 61.2%+2.5pp | 71.7%-8.0pp | 70.9%-7.1pp |
| Annual return | -7.89% | -0.96%-6.9pp | 16.93%-24.8pp | 244.93%-252.8pp |
| Employer contribution / active EE | $1,708 | $1,295+31.9% | $4,022-57.5% | $2,078-17.8% |
| Participant deferral / active EE | $3,788 | $2,439+55.3% | $3,344+13.2% | $3,356+12.9% |
| Admin fee / account holder | $296 | $95+211.5% | $5,019-94.1% | $115+157.2% |