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 |
|---|---|---|
COMMERCE BANK9+ years Filed as: COMMERCE TRUST COMAPNY Service code 19 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Securities Custodian | $64,004 |
MONETARY MANAGEMENT GROUP, INC.9+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $60,019 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $54,512 |
EKON BENEFITS9+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $52,189 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $46,304 |
SCHEFFEL BOYLE1 year Service code 10 · EIN 37-1206530 143 N. KANSAS ST. · EDWARDSVILLE, IL 62025 | Accounting | $39,750 |
Service code 32 · EIN 42-0127290 | Investment management fees paid direc... | $37,549 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $31,969 |
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.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.65% | 11.08%-1.4pp | 8.09%+1.6pp | 8.76%+0.9pp |
| Employer contribution / active EE | $16,724 | $13,876+20.5% | $28,732-41.8% | $16,627+0.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |