Filed April 7, 2021
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 |
|---|---|---|
Service code 27 16090 SWINGLEY RIDGE ROADQ · CHESTERFIELD, MO 63017 | Advisory (Plan) | $25,595 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,410 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,010 | $89,739-25.3% | $149,718-55.2% | $62,292+7.6% |
| Participation rate | 82.5% | 85.1%-2.6pp | 87.1%-4.5pp | 69.5%+13.0pp |
| Annual return | 15.42% | 21.01%-5.6pp | 1501.63%-1486.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,679 | $3,233-48.1% | $5,445-69.2% | $2,042-17.8% |
| Participant deferral / active EE | $3,586 | $4,797-25.2% | $6,569-45.4% | $3,169+13.2% |
| Admin fee / account holder | $361 | $551-34.5% | $11,283-96.8% | $479-24.7% |