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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 707 N. SECOND ST 220 · ST. LOUIS, MO 631022545 | Contract Administrator | $115,747 |
COMMERCE BANK10+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $78,236 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $77,746 |
Service code 14 · EIN 37-6040957 820 LIONS DRIVE · TROY, IL 62294 | Plan Administrator | $68,318 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRINGS, MD 20910 | Investment Management | $51,716 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $45,567 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 540 W. MADISON ST STE 190 · CHICAGO, IL 60661 | Investment Management | $42,843 |
Service code 28 10700 W RESEARCH DR · MILWAUKEE, WI 53226 | Investment Management | $41,395 |
SCHEFFEL BOYLE3 years Service code 10 · EIN 37-1206530 143 NORTH KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $38,950 |
CAVANAGH & O'HARA10+ years Service code 29 · EIN 37-1259635 101 W. VANDALIA ST SUITE 245 · EDWARDSVILLE, IL 62025 | Legal | $36,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $67,067 | $104,919-36.1% | $116,228-42.3% | $85,563-21.6% |
| Participation rate | 72.4% | 78.6%-6.2pp | 74.6%-2.1pp | 66.0%+6.4pp |
| Annual return | 5.48% | 15.38%-9.9pp | 90.06%-84.6pp | 31.51%-26.0pp |
| Employer contribution / active EE | $11,370 | $3,485+226.2% | $2,994+279.7% | $2,654+328.5% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $662 | $429+54.5% | $11,989-94.5% | $834-20.6% |