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, LLC7+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $63,166 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,546 | $82,274+63.5% | $152,466-11.8% | $79,386+69.5% |
| Participation rate | 91.8% | 76.4%+15.3pp | 78.2%+13.6pp | 70.7%+21.0pp |
| Annual return | 13.30% | 7959.84%-7946.5pp | 757.33%-744.0pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,990 | $3,613-17.2% | $4,327-30.9% | $2,427+23.2% |
| Participant deferral / active EE | $5,031 | $4,969+1.3% | $5,820-13.6% | $4,046+24.4% |
| Admin fee / account holder | $241 | $632-61.9% | $15,805-98.5% | $626-61.6% |