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 9-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 |
|---|---|---|
JAG CAPITAL MANAGEMENT4 years Filed as: JAG CAPITAL MANAGEMENT LLC Service code 16 9841 CLAYTON ROAD · ST. LOUIS, MO 63124 | Consulting | $69,254 |
EKON BENEFITS5 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $59,803 |
Filed as: MONETARY MANAGEMENT Service code 16 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021 | Consulting | $27,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,116 | $82,917-16.6% | $103,333-33.1% | $77,643-11.0% |
| Participation rate | 67.7% | 71.6%-3.8pp | 74.5%-6.8pp | 70.6%-2.8pp |
| Annual return | 18.47% | 19.13%-0.7pp | 24.88%-6.4pp | 31.24%-12.8pp |
| Employer contribution / active EE | $3,986 | $3,552+12.2% | $3,868+3.1% | $2,726+46.2% |
| Participant deferral / active EE | $5,736 | $4,108+39.6% | $5,057+13.4% | $4,647+23.4% |
| Admin fee / account holder | $297 | $638-53.5% | $8,355-96.4% | $430-31.0% |