Filed November 3, 2014
Total covered: 27 employees
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $250,048 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 16 | Consulting | $37,533 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $18,262 |
Service code 16 · EIN 20-8874282 | Consulting | $8,833 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $750 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64121 | Consulting | $0 |
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 | $39,193 | $52,149-24.8% | $122,332-68.0% | $77,958-49.7% |
| Participation rate | 80.3% | 58.6%+21.8pp | 71.6%+8.7pp | 71.6%+8.7pp |
| Annual return | 12.26% | 17.75%-5.5pp | 30.27%-18.0pp | 20.87%-8.6pp |
| Employer contribution / active EE | $1,885 | $1,750+7.8% | $4,050-53.5% | $2,310-18.4% |
| Participant deferral / active EE | $1,573 | $2,114-25.6% | $3,287-52.1% | $3,537-55.5% |
| Admin fee / account holder | $102 | $93+9.8% | $5,478-98.1% | $97+5.1% |