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 | $63,750 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,736 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $27,500 |
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 | $103,443 | $25,165+311.1% | $73,545+40.7% | $77,958+32.7% |
| Participation rate | 78.3% | 36.6%+41.7pp | 54.9%+23.4pp | 71.6%+6.7pp |
| Annual return | 20.78% | 18.12%+2.7pp | -15.16%+35.9pp | 20.87%-0.1pp |
| Employer contribution / active EE | $3,418 | $395+764.4% | $1,219+180.4% | $2,310+47.9% |
| Participant deferral / active EE | $6,963 | $898+675.5% | $1,806+285.5% | $3,537+96.9% |
| Admin fee / account holder | $88 | $76+16.4% | $2,320-96.2% | $97-9.5% |