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 ADVISORS2 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $41,917 |
EKON BENEFITS3+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $22,531 |
AMVESCAP NATIONAL TRUST CO3+ years Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $10,520 |
PLUMBERS & PIPEFITTERS LOCAL 1603+ years Service code 13 · EIN 37-0647304 | Contract Administrator | $7,200 |
MICHAEL CUMMINS, CPA, P.C.3+ years Service code 10 THREE THE PINES CT STE E · ST. LOUIS, MO 63141 | Accounting | $5,900 |
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 | $166,419 | $58,726+183.4% | $92,233+80.4% | $62,292+167.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.24% | 43.62%-26.4pp | 176.28%-159.0pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,248 | $2,392+119.4% | $3,679+42.6% | $2,042+157.0% |
| Participant deferral / active EE | $1,346 | $2,766-51.3% | $3,897-65.4% | $3,169-57.5% |
| Admin fee / account holder | $92 | $556-83.6% | $5,194-98.2% | $479-80.9% |