Filed November 8, 2012 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,878 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,000 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $20,834 |
AIRLINES REPORTING CORPORATION1+ years Service code 38 · EIN 52-1367276 | Participant Communication | $11,318 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 29 10701 PARKRIDGE BLVD · RESTON, VA 20191 | Legal | $5,000 |
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 | $132,216 | $56,640+133.4% | $80,975+63.3% | $57,658+129.3% |
| Participation rate | 99.0% | 75.9%+23.1pp | 75.8%+23.2pp | 70.2%+28.8pp |
| Annual return | 9.97% | 19.97%-10.0pp | 17.10%-7.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $3,113 | $2,085+49.3% | $3,714-16.2% | $1,974+57.7% |
| Participant deferral / active EE | $9,142 | $4,944+84.9% | $5,696+60.5% | $3,061+198.7% |
| Admin fee / account holder | $138 | $87+58.6% | $5,516-97.5% | $95+46.1% |