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 |
|---|---|---|
Filed as: SHEET METAL WORKERS LOCAL 268 Service code 15 2701 NORTH 89TH STREET · CASEYVILLE, IL 62232 | Recordkeeping | $56,581 |
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $45,383 |
EKON ADVISORS2 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $39,098 |
Service code 15 · EIN 37-0842910 2701 NORTH 89TH STREET · CASEYVILLE, IA 62232 | Recordkeeping | $18,121 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST,BROADRIDGE FINANCIAL Service code 21 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Bank Trustee | $11,814 |
RICHARD J. BRESLIN4+ years Service code 10 · EIN 37-1057420 505 SOUTH ILLINOIS · BELLEVILLE, IL 62220 | Accounting | $7,385 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 1.83% | 10.27%-8.4pp | 10.56%-8.7pp | 53.27%-51.4pp |
| Employer contribution / active EE | $5,315 | $12,273-56.7% | $30,197-82.4% | $14,774-64.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |