Filed January 23, 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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 49 · EIN 20-8874282 | Other Services | $90,333 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $65,644 |
WILLIAMS KEEPERS LLC1 year Service code 10 · EIN 43-1126847 | Accounting | $9,400 |
Filed as: THE PRUDENTIAL INSURANCE COMP Service code 15 | Recordkeeping | $0 |
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 | $38,583 | $38,833-0.6% | $78,778-51.0% | $77,958-50.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 15.19% | 20.31%-5.1pp | 35.62%-20.4pp | 20.87%-5.7pp |
| Employer contribution / active EE | $1,444 | $840+72.0% | $1,986-27.3% | $2,310-37.5% |
| Participant deferral / active EE | $2,315 | $1,776+30.3% | $2,958-21.8% | $3,537-34.5% |
| Admin fee / account holder | $112 | $89+25.5% | $5,134-97.8% | $97+14.7% |