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, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $58,462 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,207 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $5,000 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $109,814 | $44,873+144.7% | $79,464+38.2% | $56,287+95.1% |
| Participation rate | 89.5% | 68.7%+20.8pp | 73.3%+16.2pp | 69.9%+19.7pp |
| Annual return | -3.76% | 0.81%-4.6pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $4,137 | $2,140+93.3% | $2,800+47.7% | $2,111+96.0% |
| Participant deferral / active EE | $5,632 | $2,746+105.1% | $3,704+52.1% | $3,350+68.1% |
| Admin fee / account holder | $15 | $418-96.5% | $5,113-99.7% | $521-97.2% |