See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO9 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $132,812 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $89,100 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMAPNY Service code 19 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Securities Custodian | $75,890 |
MONETARY MANAGEMENT GROUP, INC.10+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $60,768 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $59,063 |
Service code 32 · EIN 42-0127290 | Real estate brokerage; Investment man... | $34,748 |
SCHEFFEL BOYLE2 years Service code 10 · EIN 37-1206530 143 N. KANSAS ST. · EDWARDSVILLE, IL 62025 | Accounting | $23,780 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $15,566 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.28% | 9.24%-1.0pp | 9.65%-1.4pp | 10.71%-2.4pp |
| Employer contribution / active EE | $18,576 | $14,215+30.7% | $26,259-29.3% | $14,986+24.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |