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 |
|---|---|---|
Filed as: GREENSFELDER, HEMKER & GALE Service code 29 10 SOUTH BROADWAY · ST. LOUIS, MO 63102 | Legal | $33,151 |
Service code 16 · EIN 81-3164277 1755 KIRBY PARKWAY, SUITE 101 · MEMPHIS, TN 38120 | Consulting | $31,372 |
CONSEO ADVISORS, LLC1 year Service code 16 · EIN 46-4873347 680 VILLAGE TRACE NE · MARIETTA, GA 30067 | Consulting | $22,659 |
EKON BENEFITS4+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $10,714 |
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 | $153,343 | $65,365+134.6% | $92,893+65.1% | $72,985+110.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.84% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $5,376 | $2,594+107.3% | $3,653+47.2% | $2,440+120.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $913 | $4,251-78.5% | $5,794-84.2% | $5,124-82.2% |