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 ADVISORS1 year Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $37,638 |
EKON BENEFITS2+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $20,855 |
AMVESCAP NATIONAL TRUST CO2+ years Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $10,181 |
MICHAEL CUMMINS, CPA, P.C.2+ years Service code 10 THREE THE PINES CT STE E · ST. LOUIS, MO 63141 | Accounting | $7,400 |
PLUMBERS & PIPEFITTERS LOCAL 1602+ years Service code 13 · EIN 37-0647304 | Contract Administrator | $7,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,966 | $52,884+170.3% | $84,750+68.7% | $55,167+159.2% |
| Participation rate | 98.7% | 67.5%+31.2pp | 76.6%+22.2pp | 69.0%+29.8pp |
| Annual return | 10.09% | 18.03%-7.9pp | 22.78%-12.7pp | 169.23%-159.1pp |
| Employer contribution / active EE | $5,531 | $2,233+147.6% | $3,574+54.7% | $1,963+181.8% |
| Participant deferral / active EE | $1,066 | $2,644-59.7% | $3,712-71.3% | $3,054-65.1% |
| Admin fee / account holder | $134 | $581-77.0% | $5,332-97.5% | $504-73.5% |