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: KLARIS THOMAS & SCHROEDER, INC. Service code 34 · EIN 37-1319744 P.O. BOX 515118 · ST. LOUIS, MO 63151 | Valuation (appraisals, etc.) | $13,587 |
EKON BENEFITS5+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $11,120 |
UHY LLP5+ years Service code 10 · EIN 20-0694403 P.O. BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $9,241 |
WEALTHSOUTH1 year Service code 21 513 LEGION DRIVE · HARRODSBURG, KY 40330 | Bank Trustee | $9,000 |
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 | $155,825 | $72,277+115.6% | $101,248+53.9% | $79,858+95.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.10% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $6,122 | $2,692+127.5% | $3,660+67.3% | $2,471+147.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $373 | $4,400-91.5% | $5,945-93.7% | $5,306-93.0% |