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 |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.4+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $65,463 |
Service code 15 1699 S. HANLEY RD. · ST. LOUIS, MO 63144 | Recordkeeping | $14,943 |
SCHUCHAT, COOK & WERNER3 years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $6,400 |
Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 | Accounting | $5,200 |
US BANK1 year Service code 18 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 | Direct payment from the plan; Custodi... | $5,070 |
Annual investment return 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 | $29,675 | $63,114-53.0% | $92,893-68.1% | $65,185-54.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | -1.92% | 28.75%-30.7pp | 109.41%-111.3pp | 29.38%-31.3pp |
| Employer contribution / active EE | $3,496 | $2,571+36.0% | $3,653-4.3% | $2,177+60.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $197 | $624-68.5% | $5,794-96.6% | $847-76.8% |