Filed November 29, 2005
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 13 · EIN 42-0127290 | Contract Administrator | $422,581 |
Filed as: LOCKTON Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,418 |
MERCER6+ years Service code 16 · EIN 61-0736136 | Consulting | $17,011 |
WILLCOX & SAVAGE, P.C.1 year Filed as: WILCOX SAVAGE Service code 27 · EIN 54-0976999 | Advisory (Plan) | $7,236 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,749 |
TAYLORED PRINTING1 year Service code 36 234 REDOUBT ROAD · YORKTOWN, VA 236924894 | Copying and duplicating; Direct payme... | $3,499 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,048 | $63,259-38.3% | $178,490-78.1% | $93,223-58.1% |
| Participation rate | 70.0% | 72.1%-2.1pp | 81.9%-11.9pp | 74.9%-4.9pp |
| Annual return | 17.56% | 19.93%-2.4pp | 151.07%-133.5pp | 19.29%-1.7pp |
| Employer contribution / active EE | $1,760 | $1,865-5.6% | $5,011-64.9% | $2,680-34.3% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $76 | $58+30.5% | $13,984-99.5% | $79-4.4% |