Filed March 22, 2006
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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,154 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,412 | $48,406-18.6% | $104,607-62.3% | $90,288-56.3% |
| Participation rate | 29.8% | 64.3%-34.5pp | 74.1%-44.3pp | 73.4%-43.5pp |
| Annual return | 17.12% | 18.72%-1.6pp | 340.46%-323.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $620 | $1,115-44.4% | $2,681-76.9% | $2,524-75.4% |
| Participant deferral / active EE | $1,353 | $2,436-44.5% | $3,740-63.8% | $4,232-68.0% |
| Admin fee / account holder | $77 | $76+2.2% | $6,473-98.8% | $114-32.1% |