Filed December 14, 2015 (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.
| Provider | Service type | Compensation |
|---|---|---|
ABC ASSOCIATES1+ years Service code 11 · EIN 43-1701988 6614 CLAYTON RD. · RICHMOND HEIGHTS, MO 63117 | Actuarial | $85,519 |
PAMELA D. PERDUE1+ years Service code 29 · EIN 43-1713826 8909 LADUE RD. · LADUE, MO 63124 | Legal | $6,570 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -0.66% | -1.13%+0.5pp | -0.81%+0.2pp | -2.16%+1.5pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |