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 |
|---|---|---|
WELFARE FUND BRICKLAYERS LOCAL 15+ years Service code 15 · EIN 43-0684483 2000 MARKET STREET · ST LOUIS, MO 63103 | Recordkeeping | $98,213 |
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $52,902 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Shareholder servicing fees; Finders' ... | $38,800 |
GRABEL SCHNIEDERS HOLLMAN & CO5+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $29,748 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 7730 CARONDELET STE 200 · CLAYTON, MO 63105 | Insurance Broker | $8,164 |
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 | $82,054 | $81,719+0.4% | $101,248-19.0% | $90,288-9.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.78% | 337.64%-327.9pp | 46.47%-36.7pp | 53.97%-44.2pp |
| Employer contribution / active EE | $2,841 | $3,622-21.6% | $3,660-22.4% | $2,524+12.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $445 | $162+175.1% | $5,945-92.5% | $114+290.5% |