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 COMPANY4 years Filed as: TI-TRUST, INC. Service code 21 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $53,230 |
BKD, LLP4 years Service code 50 · EIN 44-0160260 910 E. ST. LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 65806 | Direct Payment | $37,224 |
KPM CPAS, PC4 years Service code 10 · EIN 43-1009768 1445 E. REPUBLIC ROAD · SPRINGFIELD, MO 65804 | Accounting | $30,545 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,770 | $110,094+269.5% | $151,611+168.3% | $68,494+493.9% |
| Participation rate | 93.4% | 84.0%+9.4pp | 87.5%+5.9pp | 67.9%+25.5pp |
| Annual return | 3.30% | -10.12%+13.4pp | 3.33%0pp | -7.84%+11.1pp |
| Employer contribution / active EE | $9,890 | $4,471+121.2% | $6,166+60.4% | $2,596+280.9% |
| Participant deferral / active EE | $1,655 | $6,527-74.6% | $8,363-80.2% | $4,027-58.9% |
| Admin fee / account holder | $1,210 | $7,719-84.3% | $11,616-89.6% | $5,403-77.6% |