Filed May 1, 1998
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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $226,652 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC/PLLC Service code 27 · EIN 57-0381582 | Advisory (Plan) | $15,912 |
Filed as: MW SERIES LOCKTON CO LLC Service code 10 · EIN 20-8874282 | Accounting | $10,000 |
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 | $46,802 | $105,247-55.5% | $87,100-46.3% | $77,787-39.8% |
| Participation rate | 86.9% | 85.8%+1.1pp | 76.9%+10.0pp | 73.2%+13.7pp |
| Annual return | 21.92% | 24.52%-2.6pp | 28.19%-6.3pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,841 | $2,895-36.4% | $2,521-27.0% | $2,504-26.5% |
| Participant deferral / active EE | $3,024 | $5,060-40.2% | $4,049-25.3% | $3,967-23.8% |
| Admin fee / account holder | $93 | $104-10.8% | $7,497-98.8% | $100-6.9% |