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 |
|---|---|---|
Filed as: HUNTLEIGH ADVISORS INC Service code 27 · EIN 43-1475256 7800 FORSYTH BLVD., FL. 5 · ST LOUIS, MO 63105 | Advisory (Plan) | $22,682 |
Filed as: PENSION AND RETIREMENT SERVICES, LL Service code 13 · EIN 87-3354137 15455 CONWAY RD., STE. 345 · CHESTERFIELD, MO 63017 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,329 | $49,693+35.5% | $70,515-4.5% | $74,419-9.5% |
| Participation rate | 52.2% | 64.7%-12.5pp | 68.3%-16.2pp | 70.7%-18.6pp |
| Annual return | 21.97% | 21.22%+0.8pp | 32.77%-10.8pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,587 | $1,773-10.5% | $2,973-46.6% | $2,637-39.8% |
| Participant deferral / active EE | $2,602 | $3,376-22.9% | $4,567-43.0% | $4,528-42.5% |
| Admin fee / account holder | $235 | $316-25.7% | $6,412-96.3% | $348-32.5% |