Filed December 4, 2002 (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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 P.O. BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $85,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 P.O. BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $27,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,681 |
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 | $91,458 | $22,291+310.3% | $69,182+32.2% | $63,975+43.0% |
| Participation rate | 75.4% | 35.3%+40.1pp | 55.1%+20.2pp | 71.1%+4.2pp |
| Annual return | 9.42% | 9.30%+0.1pp | -21.93%+31.4pp | 48.65%-39.2pp |
| Employer contribution / active EE | $3,278 | $325+907.4% | $1,206+171.7% | $2,182+50.2% |
| Participant deferral / active EE | $6,564 | $808+712.6% | $1,897+246.0% | $3,356+95.6% |
| Admin fee / account holder | $83 | $73+13.3% | $2,697-96.9% | $70+17.5% |