Filed January 26, 2006 (most recent of 2 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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $20,715 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,499 | $74,089-7.5% | $133,980-48.9% | $55,167+24.2% |
| Participation rate | 99.3% | 84.3%+15.0pp | 87.1%+12.3pp | 69.0%+30.3pp |
| Annual return | 30.35% | 12.11%+18.2pp | 29.30%+1.1pp | 169.23%-138.9pp |
| Employer contribution / active EE | $3,739 | $3,064+22.0% | $5,211-28.3% | $1,963+90.5% |
| Participant deferral / active EE | $5,673 | $4,678+21.3% | $6,282-9.7% | $3,054+85.7% |
| Admin fee / account holder | $24 | $458-94.7% | $9,324-99.7% | $504-95.2% |