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 6-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 |
|---|---|---|
MCCLOUD CONSULTING GROUP3+ years Filed as: MCCLOUD AND ASSOCIATES, INC. Service code 11 · EIN 46-0507052 200 WEST MILL STREET · LIBERTY, MO 64068 | Actuarial | $21,100 |
BENEFIT TRUST COMPANY1 year Service code 19 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Securities Custodian | $13,259 |
GREAT PLAINS TRUST COMPANY3+ years Service code 19 · EIN 48-6149655 | Securities Custodian | $11,685 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | 10.52% | -114.97%+125.5pp | -102.03%+112.6pp | -82.66%+93.2pp |
| Employer contribution / active EE | $8,490 | $39,358-78.4% | $36,229-76.6% | $43,769-80.6% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |