Filed January 21, 2000
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 06-1050034 | Contract Administrator | $17,979 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $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 | $42,336 | $71,957-41.2% | $67,652-37.4% | $59,188-28.5% |
| Participation rate | 86.4% | 82.7%+3.7pp | 75.7%+10.7pp | 69.4%+16.9pp |
| Annual return | 0.75% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,023 | $2,432-57.9% | $2,266-54.8% | $2,098-51.2% |
| Participant deferral / active EE | $3,197 | $4,211-24.1% | $3,560-10.2% | $3,265-2.1% |
| Admin fee / account holder | $19 | $64-70.6% | $4,821-99.6% | $92-79.6% |