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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 |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 94-2349093 | Contract Administrator | $18,390 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $14,900 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $8,000 |
Service code 28 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $7,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,001 | $27,915+222.4% | $58,482+53.9% | $75,163+19.7% |
| Participation rate | 97.7% | 38.8%+58.9pp | 50.9%+46.9pp | 67.2%+30.5pp |
| Annual return | 42.18% | 44.20%-2.0pp | 4239.32%-4197.1pp | 160.62%-118.4pp |
| Employer contribution / active EE | $568 | $669-15.1% | $1,053-46.1% | $2,670-78.7% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $383 | $1,726-77.8% | $2,516-84.8% | $5,651-93.2% |