Filed December 24, 2008 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,770 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $9,421 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $8,930 |
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 | $49,679 | $55,453-10.4% | $170,442-70.9% | $62,292-20.2% |
| Participation rate | 97.0% | 66.4%+30.6pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 14.37% | 21.38%-7.0pp | 205.93%-191.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,290 | $2,164+5.8% | $5,433-57.9% | $2,042+12.1% |
| Participant deferral / active EE | $3,356 | $2,303+45.7% | $4,939-32.1% | $3,169+5.9% |
| Admin fee / account holder | $83 | $455-81.7% | $13,880-99.4% | $479-82.6% |