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 |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $35,473 |
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $32,361 |
Service code 13 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Contract Administrator | $30,000 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $29,000 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 111 W. MONROE STREET · CHICAGO, IL 60603 | Securities Custodian | $27,376 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $24,430 |
SCHEFFEL BOYLE5+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $12,500 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1429257 7730 CARONDELET · ST LOUIS, MO 63105 | Legal | $6,036 |
RBC GLOBAL ASSET MANAGEMENT5+ years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 100 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $3,550 |
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.
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 10.22% | 6.95%+3.3pp | 8.01%+2.2pp | 627.08%-616.9pp |
| Employer contribution / active EE | $12,713 | $11,635+9.3% | $29,475-56.9% | $18,824-32.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |