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 17 · EIN 43-1635589 211 S. CENTRAL AVENUE · ST. LOUIS, MO 63105 | Pension Consulting | $27,689 |
ANDERS MINKLER HUBER & HELM LLP4+ years Filed as: ANDERS, MINKLER & DIEHL, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 631012501 | Accounting | $16,700 |
Service code 15 · EIN 16-1450952 1699 S. HANLEY ROAD, SUITE 300 · ST. LOUIS, MO 63144 | Recordkeeping | $7,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,094 | $66,302+96.2% | $110,238+18.0% | $56,287+131.1% |
| Participation rate | 39.2% | 74.9%-35.7pp | 79.8%-40.6pp | 69.9%-30.6pp |
| Annual return | -3.88% | -1.18%-2.7pp | 314.74%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $24 | $2,047-98.8% | $3,826-99.4% | $2,111-98.8% |
| Participant deferral / active EE | $517 | $3,381-84.7% | $4,672-88.9% | $3,350-84.6% |
| Admin fee / account holder | $787 | $698+12.6% | $8,547-90.8% | $521+51.0% |