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) | $17,972 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $15,254 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DR · ST. LOUIS, MO 63146 | Contract Administrator | $8,169 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $4,085 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,618 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,922 | $65,435-43.6% | $86,677-57.4% | $66,914-44.8% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | -13.89% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,391 | $2,153-35.4% | $2,836-50.9% | $2,544-45.3% |
| Participant deferral / active EE | $1,885 | $4,100-54.0% | $4,656-59.5% | $4,237-55.5% |
| Admin fee / account holder | $193 | $642-69.9% | $7,493-97.4% | $593-67.4% |