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 | $45,850 |
Filed as: SERVATIUS, O'BRIEN & FONG LLP Service code 10 · EIN 45-5514068 | Accounting | $12,750 |
Filed as: LOCKTON INVESTMENT SECURITIES, LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $66,465 | $176,491-62.3% | $95,952-30.7% | $90,288-26.4% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 21.15% | 20.14%+1.0pp | 91.61%-70.5pp | 53.97%-32.8pp |
| Employer contribution / active EE | $1,768 | $2,789-36.6% | $2,541-30.4% | $2,524-29.9% |
| Participant deferral / active EE | $4,248 | $5,340-20.4% | $4,167+2.0% | $4,232+0.4% |
| Admin fee / account holder | $34 | $154-78.0% | $6,795-99.5% | $114-70.3% |