Filed August 28, 2009 (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, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,000 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,948 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $21,428 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,239 | $57,606-38.8% | $67,313-47.6% | $75,289-53.2% |
| Participation rate | 75.2% | 68.2%+7.0pp | 69.1%+6.1pp | 72.4%+2.8pp |
| Annual return | -3.37% | -0.47%-2.9pp | -4.08%+0.7pp | -0.04%-3.3pp |
| Employer contribution / active EE | $892 | $2,206-59.6% | $2,566-65.2% | $2,405-62.9% |
| Participant deferral / active EE | $2,903 | $3,195-9.1% | $3,568-18.7% | $3,739-22.4% |
| Admin fee / account holder | $67 | $83-19.3% | $4,507-98.5% | $102-34.8% |