Filed March 10, 2005 (most recent of 2 filings on file)
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 7-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 |
|---|---|---|
BUTCHER JOSEPH & COMPANY1 year Filed as: BUTCHER JOSEPH COMPANY Service code 34 6 CARDINAL WAY STE801 · ST. LOUIS, MO 63107 | Valuation (appraisals, etc.) | $41,226 |
Filed as: CHARTWELL CAPITAL SOLUTIONS Service code 34 · EIN 71-0870378 | Valuation (appraisals, etc.) | $41,226 |
MENKE & ASSOCIATES, INC.5+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $19,092 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $9,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,701 | $79,519+338.5% | $95,952+263.4% | $73,409+375.0% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 12.45% | 19.20%-6.7pp | 91.61%-79.2pp | 59.29%-46.8pp |
| Employer contribution / active EE | $8,711 | $2,048+325.4% | $2,541+242.8% | $2,234+290.0% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $190 | $184+3.3% | $6,795-97.2% | $158+20.5% |