Filed October 20, 2004
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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $74,229 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,422 |
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 | $121,440 | $43,423+179.7% | $78,689+54.3% | $55,167+120.1% |
| Participation rate | 98.3% | 68.0%+30.2pp | 73.6%+24.7pp | 69.0%+29.3pp |
| Annual return | 6.03% | 11.53%-5.5pp | 62.18%-56.1pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,912 | $1,997+146.0% | $2,851+72.3% | $1,963+150.3% |
| Participant deferral / active EE | $7,195 | $2,509+186.8% | $3,517+104.6% | $3,054+135.6% |
| Admin fee / account holder | $23 | $416-94.4% | $4,510-99.5% | $504-95.4% |