See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT6+ years Filed as: UMB FINANCIAL SERVICES Service code 27 928 GRAND BOULEVARD · KANSAS CITY, MO 64106 | Advisory (Plan) | $81,731 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,802 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,848 | $82,093+43.6% | $379,746-69.0% | $73,409+60.5% |
| Participation rate | 92.6% | 76.8%+15.8pp | 78.4%+14.2pp | 72.2%+20.4pp |
| Annual return | 14.34% | 18.89%-4.5pp | 34.90%-20.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,936 | $2,847+3.1% | $3,540-17.1% | $2,234+31.4% |
| Participant deferral / active EE | $4,419 | $4,697-5.9% | $6,024-26.6% | $3,805+16.1% |
| Admin fee / account holder | $272 | $128+112.8% | $7,927-96.6% | $158+72.0% |