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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.
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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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 16 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY, STE 203 · EARTH CITY, MO 63045 | Consulting | $46,289 |
RSM US LLP2 years Service code 70 8182 MARYALND AVE, SUITE 900 · ST. LOUIS, MO 63105 | Consulting Fees | $19,300 |
ARGENT CAPITAL MANAGEMENT4+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 28 · EIN 43-1826950 100 S BRENTWOOD BLVD 110 · ST. LOUIS, MO 63105 | Investment Management | $18,034 |
CARDINAL INVESTMENT ADVISORS4+ years Filed as: CARDINAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1470713 150 N WACKER DR 2660 · CHICAGO, IL 60606 | Advisory (Plan) | $10,000 |
SPECTOR, WOLFE, MCLAUGHLIN & O'MARA4+ years Service code 29 · EIN 43-1718339 710 SOUTH KIRKWOOD ROAD · KIRKWOOD, MO 63122 | Legal | $8,509 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT ST FLOOR 1 · CINCINNATI, OH 45202 | Bank Trustee | $8,314 |
CHUBB3 years Filed as: CHUBB GROUP OF COMPANIES Service code 22 82 HOPMEADOW STREET PO BOX 2002 · SIMSBURY, CT 060707683 | Insurance Broker | $8,172 |
NUVEEN4+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 41-2003732 7TH STREET · ST. LOUIS, MO 63103 | Investment Management | $6,767 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $183,963-100.0% | $162,163-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 0.13% | 150.76%-150.6pp | 115.59%-115.5pp | 345.32%-345.2pp |
| Employer contribution / active EE | $1,951 | $6,371-69.4% | $5,614-65.2% | $4,762-59.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |