Filed August 29, 2013
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 |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 16 P.O. BOX 219153 · KANSAS CITY, MO 64121 | Consulting | $9,352 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $6,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTONS Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $554 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,340 | $99,957-28.6% | $149,696-52.3% | $73,488-2.9% |
| Participation rate | 80.0% | 75.7%+4.3pp | 82.5%-2.5pp | 70.7%+9.3pp |
| Annual return | 6.76% | 53.87%-47.1pp | 276.60%-269.8pp | 28.51%-21.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,432 | $6,073-27.0% | $6,842-35.2% | $3,740+18.5% |
| Admin fee / account holder | $70 | $551-87.2% | $9,309-99.2% | $513-86.3% |