Filed December 9, 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.
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 |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC1+ years Filed as: WEALTH SOUTH - RICK CASH Service code 20 · EIN 61-1102534 1830 DESTINY LANE · BOWLING GREEN, KY 42104 | Trustee (individual) | $10,000 |
EKON BENEFITS1+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $9,352 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 15 SUNNEN DRIVE · ST. LOUIS, MO 63143 | Accounting | $8,000 |
Service code 34 · EIN 37-1319744 P.O. BOX 515118 · ST. LOUIS, MO 63151 | Valuation (appraisals, etc.) | $5,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,103 | $56,897+102.3% | $84,750+35.8% | $62,891+83.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 30.21% | 6.30%+23.9pp | 22.78%+7.4pp | 20.14%+10.1pp |
| Employer contribution / active EE | $5,435 | $2,400+126.5% | $3,574+52.1% | $2,281+138.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $325 | $3,581-90.9% | $5,332-93.9% | $4,296-92.4% |