Filed December 10, 2009
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) | $25,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,619 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,573 | $53,925+14.2% | $75,670-18.6% | $69,631-11.6% |
| Participation rate | 96.6% | 71.2%+25.4pp | 72.3%+24.2pp | 70.7%+25.9pp |
| Annual return | 15.08% | 17.84%-2.8pp | 27.34%-12.3pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $3,171 | $1,802+75.9% | $2,352+34.8% | $2,032+56.0% |
| Participant deferral / active EE | $2,029 | $2,569-21.0% | $3,142-35.4% | $3,224-37.1% |
| Admin fee / account holder | $49 | $97-49.4% | $5,800-99.2% | $110-55.5% |