Filed June 7, 2013
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, LLC5+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $58,994 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $139,066 | $67,703+105.4% | $127,761+8.8% | $65,185+113.3% |
| Participation rate | 95.0% | 74.5%+20.5pp | 79.0%+16.0pp | 70.2%+24.8pp |
| Annual return | 20.54% | 24.36%-3.8pp | 26.14%-5.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $3,455 | $3,724-7.2% | $4,574-24.5% | $2,177+58.7% |
| Participant deferral / active EE | $5,896 | $4,787+23.2% | $6,021-2.1% | $3,514+67.8% |
| Admin fee / account holder | $201 | $618-67.6% | $9,395-97.9% | $847-76.3% |