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 | $20,368 |
Service code 10 · EIN 45-5514068 | Accounting | $7,000 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $51,651 | $78,852-34.5% | $76,768-32.7% | $75,289-31.4% |
| Participation rate | 93.4% | 85.0%+8.5pp | 77.0%+16.5pp | 72.4%+21.0pp |
| Annual return | 0.15% | -1.29%+1.4pp | 2.43%-2.3pp | -0.04%+0.2pp |
| Employer contribution / active EE | $1,607 | $2,794-42.5% | $2,485-35.3% | $2,405-33.2% |
| Participant deferral / active EE | $3,618 | $4,800-24.6% | $3,852-6.1% | $3,739-3.2% |
| Admin fee / account holder | $19 | $79-76.3% | $6,675-99.7% | $102-81.7% |