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 |
|---|---|---|
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $27,074 |
UHY LLP8+ years Service code 10 · EIN 20-0694403 P.O. BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $11,275 |
WEALTHSOUTH4 years Service code 21 513 LEGION DRIVE · HARRODSBURG, KY 40330 | Bank Trustee | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,502 | $76,670+112.0% | $96,683+68.1% | $71,457+127.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 34.02% | 48.29%-14.3pp | 35.69%-1.7pp | 28.85%+5.2pp |
| Employer contribution / active EE | $4,780 | $3,031+57.7% | $3,737+27.9% | $2,588+84.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $289 | $2,028-85.8% | $6,730-95.7% | $1,587-81.8% |