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 |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $122,257 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $118,938 |
LOUIS PLUNG & COMPANY2 years Filed as: ST LOUIS BUSINESS FORMS INC Service code 36 815 SUN PARK DR · FENTON, MO 63026 | Participant communication; Copying an... | $14,947 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Trustee (discretionary); Custodial (o... | $7,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,314 | $80,005-59.6% | $140,016-76.9% | $55,725-42.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.96% | 0.46%-6.4pp | 651.12%-657.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $8,068 | $3,403+137.1% | $5,606+43.9% | $2,078+288.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $317 | $116+174.2% | $10,705-97.0% | $115+175.4% |