Filed May 5, 2005 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $200,416 |
SB & COMPANY, LLC1 year Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $16,150 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $8,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $62,228 | $47,456+31.1% | $172,739-64.0% | $77,787-20.0% |
| Participation rate | 71.3% | 66.3%+5.0pp | 82.6%-11.4pp | 73.2%-2.0pp |
| Annual return | 20.10% | 35.57%-15.5pp | 802.84%-782.7pp | 32.57%-12.5pp |
| Employer contribution / active EE | $799 | $1,574-49.3% | $5,143-84.5% | $2,504-68.1% |
| Participant deferral / active EE | $4,524 | $2,560+76.7% | $5,198-13.0% | $3,967+14.0% |
| Admin fee / account holder | $114 | $81+41.3% | $13,954-99.2% | $100+14.2% |