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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST, INC. Service code 21 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $50,809 |
BKD, LLP1 year Service code 50 · EIN 44-0160260 910 E. ST. LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 65806 | Direct Payment | $17,900 |
KPM CPAS, PC1 year Service code 10 · EIN 43-1109768 1445 E. REPUBLIC ROAD · SPRINGFIELD, MO 65804 | Accounting | $13,520 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $404,641 | $109,359+270.0% | $162,163+149.5% | $72,985+454.4% |
| Participation rate | 87.1% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 20.43% | 25.46%-5.0pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $11,765 | $3,907+201.1% | $5,614+109.6% | $2,440+382.2% |
| Participant deferral / active EE | $1,345 | $5,481-75.5% | $7,298-81.6% | $3,607-62.7% |
| Admin fee / account holder | $909 | $7,972-88.6% | $10,843-91.6% | $5,124-82.3% |