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 |
|---|---|---|
KRILOGY FINANCIAL LLC1 year Filed as: KRILOGY FINANCIAL, LLC Service code 27 · EIN 26-3835498 275 N. LINDBERGH BLVD., STE. 20 · SAINT LOUIS, MO 631417832 | Advisory (Plan) | $34,438 |
HUNTLEIGH SECURITIES CORP2 years Filed as: HUNTLEIGH ADVISORS INC Service code 27 · EIN 43-1475256 7800 FORSYTH BLVD., FL. 5 · ST LOUIS, MO 63105 | Advisory (Plan) | $20,985 |
Filed as: PENSION AND RETIREMENT SERVICES, LL Service code 13 · EIN 87-3354137 15455 CONWAY RD., STE. 345 · CHESTERFIELD, MO 63017 | Contract Administrator | $15,324 |
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 | $67,181 | $55,416+21.2% | $75,972-11.6% | $77,643-13.5% |
| Participation rate | 81.7% | 63.6%+18.1pp | 69.1%+12.7pp | 70.6%+11.1pp |
| Annual return | 15.03% | 17.07%-2.0pp | 359.55%-344.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,223 | $1,788+24.4% | $2,685-17.2% | $2,726-18.4% |
| Participant deferral / active EE | $3,813 | $3,447+10.6% | $4,255-10.4% | $4,647-18.0% |
| Admin fee / account holder | $276 | $414-33.3% | $6,467-95.7% | $430-35.9% |