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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,765 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,322 | $54,121+76.1% | $134,143-28.9% | $73,409+29.8% |
| Participation rate | 80.7% | 64.4%+16.3pp | 72.2%+8.5pp | 72.2%+8.5pp |
| Annual return | 17.21% | -312.52%+329.7pp | 36.33%-19.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,002 | $1,402+42.8% | $3,704-45.9% | $2,234-10.4% |
| Participant deferral / active EE | $3,654 | $2,844+28.5% | $3,499+4.4% | $3,805-4.0% |
| Admin fee / account holder | $261 | $132+97.4% | $6,684-96.1% | $158+65.5% |