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 Service code 34 6 CARDINAL WAY · ST. LOUIS, MO 63102 | Valuation (appraisals, etc.) | $106,000 |
MENKE & ASSOCIATES, INC.6+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $55,761 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,046 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 11 200 IDS CENTER · MINNEAPOLIS, MN 554022119 | Actuarial | $5,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,526 | $185,342-52.8% | $111,297-21.4% | $86,799+0.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 65.55% | 500.80%-435.2pp | 54.65%+10.9pp | 97.91%-32.4pp |
| Employer contribution / active EE | $9,303 | $2,246+314.2% | $2,731+240.6% | $2,405+286.8% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $371 | $255+45.1% | $7,964-95.3% | $170+118.6% |