Filed October 19, 2004
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 |
|---|---|---|
CEMENT MASONS LOCAL 52710+ years Service code 14 · EIN 43-0210270 3341 HOLLENBERG DRIVE · BRIDGETON, MO 63044 | Plan Administrator | $135,322 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0861507 800 MARKET STREET SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $121,277 |
MARQUETTE ASSOCIATES6 years Service code 27 12412 POWERSCOURT DR STE 240 · ST. LOUIS, MO 63131 | Advisory (Plan) | $111,240 |
COMMERCE BANK10+ years Service code 18 · EIN 43-0554795 8000 FORSYTH, 4TH FLOOR · ST. LOUIS, MO 63105 | Custodial (other than securities); Sh... | $69,405 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 500 N. BROADWAY, STE 1750 · ST. LOUIS, MO 63102 | Actuarial | $63,560 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $60,637 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE Service code 29 101 NORTH WACKER DRIVE SUITE 500 · CHICAGO, IL 60606 | Legal | $47,338 |
THE SEGAL COMPANY3 years Filed as: SEGAL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $45,329 |
HAMMOND AND SHINNERS, P.C.7 years Filed as: HAMMOND & SHINNERS Service code 29 13205 MANCHESTER ROAD · DES PERES, MO 63131 | Legal | $23,331 |
MADDOCK HENSON, P.C.10+ years Service code 10 5353 S. LINDBERGH BLVD 2000 · ST. LOUIS, MO 63126 | Accounting | $11,825 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 7.42% | 8.98%-1.6pp | 44.37%-37.0pp | 10.77%-3.4pp |
| Employer contribution / active EE | $16,082 | $14,728+9.2% | $36,004-55.3% | $15,292+5.2% |
| Participant deferral / active EE | $0 | $970-100.0% | $159-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |