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 |
|---|---|---|
WEALTHSOUTH2 years Service code 21 513 LEGION DRIVE · HARRODSBURG, KY 40330 | Bank Trustee | $15,000 |
EKON BENEFITS6+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $12,570 |
UHY LLP6+ years Service code 10 · EIN 20-0694403 P.O. BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $9,548 |
KLARIS, THOMSON & SCHROEDER, INC.2 years Filed as: KLARIS THOMAS & SCHROEDER, INC. Service code 34 · EIN 37-1319744 P.O. BOX 515118 · ST. LOUIS, MO 63151 | Valuation (appraisals, etc.) | $7,420 |
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 | $148,356 | $77,660+91.0% | $109,143+35.9% | $79,386+86.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.76% | 23.44%-5.7pp | 25.75%-8.0pp | 116.85%-99.1pp |
| Employer contribution / active EE | $5,533 | $2,797+97.8% | $3,722+48.7% | $2,427+127.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $318 | $732-56.6% | $6,752-95.3% | $626-49.2% |