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 |
|---|---|---|
THE BANK OF MISSOURI4 years Service code 27 · EIN 43-0170190 | Advisory (Plan) | $57,712 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,084 | $58,290+20.2% | $98,442-28.8% | $86,799-19.3% |
| Participation rate | 86.3% | 68.3%+18.0pp | 73.3%+13.0pp | 72.3%+14.0pp |
| Annual return | 16.00% | 43.48%-27.5pp | 1492.73%-1476.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $2,096 | $2,008+4.4% | $2,960-29.2% | $2,405-12.9% |
| Participant deferral / active EE | $4,114 | $3,152+30.5% | $4,276-3.8% | $4,131-0.4% |
| Admin fee / account holder | $320 | $138+132.6% | $5,949-94.6% | $170+88.9% |