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 |
|---|---|---|
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 21 · EIN 36-2639476 901 MARQUETTE AVE · MINNEAPOLIS, MN 55402 | Bank Trustee | $58,205 |
PLUMBERS LOCAL UNION NO. 6902+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 551 Service code 24 PO BOX 156 · WEST FRANKFORT, IL 62896 | Discretionary Trustee | $26,998 |
US BANK2+ years Service code 21 7TH AND WASHINGTON · ST LOUIS, MO 63101 | Bank Trustee | $13,304 |
EKON BENEFITS2+ years Service code 12 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Claims processing | $12,945 |
REGIONS BANK2+ years Service code 21 1301 WALNUT STREET · MURPHYSBORO, IL 62964 | Bank Trustee | $11,809 |
MICHAEL CUMMINS, CPA, P.C.2+ years Filed as: MICHAEL CUMMINS, CPA P.C. Service code 10 · EIN 43-1555780 THE PINES COURT · ST LOUIS, MO 63141 | Accounting | $6,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,524 | $58,726+147.8% | $92,233+57.8% | $62,292+133.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.88% | 43.62%-26.7pp | 176.28%-159.4pp | 28.90%-12.0pp |
| Employer contribution / active EE | $8,242 | $2,392+244.6% | $3,679+124.0% | $2,042+303.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $761 | $556+36.7% | $5,194-85.4% | $479+58.7% |