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 |
|---|---|---|
EKON BENEFITS1+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $21,683 |
AMVESCAP NATIONAL TRUST CO1+ years Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $10,261 |
PLUMBERS & PIPEFITTERS LOCAL 1601+ years Service code 13 · EIN 37-0647304 | Contract Administrator | $7,200 |
MICHAEL CUMMINS, CPA, P.C.1+ years Service code 10 THREE THE PINES CT STE E · ST. LOUIS, MO 63141 | Accounting | $6,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,851 | $50,464+187.0% | $75,781+91.1% | $52,331+176.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.22% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $5,188 | $1,988+160.9% | $3,323+56.1% | $1,882+175.7% |
| Participant deferral / active EE | $1,441 | $2,570-43.9% | $3,651-60.5% | $3,022-52.3% |
| Admin fee / account holder | $104 | $1,103-90.6% | $5,299-98.0% | $592-82.4% |