Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $27,197 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,623 |
RSM US LLP1+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $16,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,326 | $63,905+11.6% | $74,183-3.9% | $57,658+23.7% |
| Participation rate | 97.6% | 79.8%+17.8pp | 76.6%+21.0pp | 70.2%+27.4pp |
| Annual return | 8.79% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,957 | $1,840+6.3% | $2,370-17.4% | $1,974-0.9% |
| Participant deferral / active EE | $5,296 | $3,448+53.6% | $3,550+49.2% | $3,061+73.0% |
| Admin fee / account holder | $47 | $91-48.9% | $5,586-99.2% | $95-50.7% |