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 |
|---|---|---|
SHEET METAL CONTROL BOARD4 years Filed as: SHEET METAL WORKERS LOCAL 268 Service code 15 2727 NORTH 89TH STREET · CASEYVILLE, IL 62232 | Recordkeeping | $62,082 |
EKON ADVISORS5 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $55,742 |
EKON BENEFITS7+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $47,636 |
Service code 15 · EIN 37-0842910 2727 NORTH 89TH STREET · CASEYVILLE, IA 62232 | Recordkeeping | $19,291 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Bank Trustee | $12,641 |
Filed as: LINCOLN FINANCIAL Service code 28 · EIN 35-0472300 | Investment Management | $11,702 |
HAMMOND AND SHINNERS, P.C.7+ years Service code 29 · EIN 43-1429257 13206 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Legal | $9,502 |
RICHARD J. BRESLIN7+ years Service code 10 · EIN 37-1057420 505 SOUTH ILLINOIS · BELLEVILLE, IL 62220 | Accounting | $8,555 |
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.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.56% | -8.26%+2.7pp | -5.84%+0.3pp | 2.77%-8.3pp |
| Employer contribution / active EE | $6,133 | $12,543-51.1% | $31,839-80.7% | $15,262-59.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |