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 |
|---|---|---|
SUSAN M BALDUS8 years Service code 30 · EIN 37-1186588 | Employee (plan); Direct payment from ... | $75,370 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 50 · EIN 43-0831507 800 MARKET STREET SUITE 500 · ST. LOUIS, MO 63101 | Direct Payment | $34,288 |
EKON ADVISORS6 years Service code 19 4940 WASHINGTON BLVD · ST. LOUIS, MO 63018 | Securities Custodian | $21,500 |
EKON BENEFITS10+ years Service code 11 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $21,400 |
NEWTOWER TRUST COMPANY2 years Service code 28 7315 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $7,302 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 13.14% | 11.01%+2.1pp | 8.09%+5.0pp | 7.65%+5.5pp |
| Employer contribution / active EE | $10,487 | $13,413-21.8% | $28,732-63.5% | $20,599-49.1% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |