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 6-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: MID-AMERICA CARPENTERS REGIONAL BEN Service code 13 1419 HAMPTON AVE · ST. LOUIS, MO 63139 | Contract Administrator | $352,670 |
COMMERCE BANK4+ years Service code 19 · EIN 43-6026325 8000 FORSYTH, 4TH FLOOR · ST. LOUIS, MO 63105 | Securities Custodian | $63,722 |
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-1174269 1100 MAIN ST STE 2001 · KANSAS CITY, MO 64105 | Legal | $38,219 |
MARQUETTE ASSOCIATES3 years Service code 28 · EIN 36-3485298 180 NORTH LASALLE STREET SUITE 4500 · CHICAGO, IL 60601 | Investment Management | $34,329 |
BASYS1 year Filed as: BASYS, LLC Service code 15 · EIN 52-2796473 3700 KOPPERS ST STE 400 · BALTIMORE, MD 21227 | Recordkeeping | $33,218 |
Service code 10 · EIN 43-0831507 800 MARKET ST STE 500 · ST. LOUIS, MO 63101 | Accounting | $30,574 |
ADVERTISING PRINTING CO.4+ years Service code 36 · EIN 43-0153380 1229 S VANDEVENTER AVE · ST. LOUIS, MO 63110 | Copying and duplicating | $28,343 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 720 OAK ST STE 212 · KANSAS CITY, MO 641061676 | Accounting | $11,239 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,768 | $135,240-98.0% | $169,993-98.4% | $96,393-97.1% |
| Participation rate | 100.0% | 86.5%+13.5pp | 87.0%+13.0pp | 71.3%+28.7pp |
| Annual return | 0.44% | 22.04%-21.6pp | 53.37%-52.9pp | 22.88%-22.4pp |
| Employer contribution / active EE | $1,320 | $5,029-73.8% | $6,785-80.5% | $3,238-59.2% |
| Participant deferral / active EE | $0 | $8,138-100.0% | $10,408-100.0% | $5,455-100.0% |
| Admin fee / account holder | $25 | $85-70.0% | $12,815-99.8% | $74-65.6% |