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 | $670,493 |
Filed as: LOCKTON INVESTMENT ADV. Service code 13 · EIN 52-1241840 | Contract Administrator | $66,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,984 | $69,238-35.0% | $185,823-75.8% | $101,517-55.7% |
| Participation rate | 60.3% | 73.5%-13.2pp | 81.7%-21.4pp | 74.6%-14.3pp |
| Annual return | 14.51% | 21.26%-6.8pp | 122.05%-107.5pp | 21.00%-6.5pp |
| Employer contribution / active EE | $79 | $2,104-96.2% | $5,167-98.5% | $2,973-97.3% |
| Participant deferral / active EE | $3,897 | $3,764+3.5% | $5,568-30.0% | $4,873-20.0% |
| Admin fee / account holder | $92 | $66+38.8% | $16,237-99.4% | $139-34.0% |