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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,829 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,800 |
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 | $67,275 | $47,648+41.2% | $130,648-48.5% | $67,579-0.5% |
| Participation rate | 82.7% | 60.4%+22.3pp | 71.7%+11.0pp | 71.3%+11.4pp |
| Annual return | 25.25% | 25.73%-0.5pp | 1708.96%-1683.7pp | 378.56%-353.3pp |
| Employer contribution / active EE | $1,912 | $1,408+35.8% | $4,092-53.3% | $2,148-11.0% |
| Participant deferral / active EE | $3,765 | $2,616+43.9% | $3,603+4.5% | $3,539+6.4% |
| Admin fee / account holder | $198 | $105+88.9% | $5,464-96.4% | $142+39.5% |