See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 425 S WOODS MILL RD · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $17,148 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $12,687 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DR · ST. LOUIS, MO 63146 | Contract Administrator | $7,794 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $3,898 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,995 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,585 | $73,638-36.7% | $95,952-51.4% | $73,488-36.6% |
| Participation rate | 97.7% | 76.2%+21.5pp | 77.1%+20.6pp | 70.7%+27.0pp |
| Annual return | 10.21% | 16.78%-6.6pp | 91.61%-81.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,766 | $1,863-5.2% | $2,541-30.5% | $2,270-22.2% |
| Participant deferral / active EE | $1,768 | $3,617-51.1% | $4,167-57.6% | $3,740-52.7% |
| Admin fee / account holder | $185 | $482-61.6% | $6,795-97.3% | $513-63.9% |