Filed February 11, 2011 (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 INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $80,506 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,930 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 399 THORNALL STREET · EDISON, NJ 08837 | Accounting | $40,600 |
WILKINS FINSTON LAW GROUP LLP1 year Filed as: WILKINS FINSTON FRIEDMAN Service code 29 12001 NORTH CENTRAL EXPRESSWAY · DALLAS, TX 75243 | Legal | $14,039 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,124 | $88,581-47.9% | $74,183-37.8% | $65,292-29.4% |
| Participation rate | 98.8% | 86.2%+12.6pp | 76.6%+22.2pp | 72.4%+26.3pp |
| Annual return | 8.71% | 11.72%-3.0pp | 17.74%-9.0pp | 11.84%-3.1pp |
| Employer contribution / active EE | $3,990 | $3,021+32.1% | $2,370+68.4% | $2,302+73.4% |
| Participant deferral / active EE | $5,788 | $4,898+18.2% | $3,550+63.1% | $3,579+61.7% |
| Admin fee / account holder | $18 | $60-69.2% | $5,586-99.7% | $57-67.9% |