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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SER Service code 25 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MO 02116 | Directed Trustee | $297,888 |
COMMERCE BANK7+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $185,682 |
Filed as: BRICKLAYERS LOCAL 1 PENSION PLAN Service code 15 · EIN 51-6133505 1670 FENPARK · FENTON, MO 63026 | Recordkeeping | $96,436 |
GRABEL SCHNIEDERS HOLLMAN & CO7+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $23,369 |
HAMMOND AND SHINNERS, P.C.7+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 13205 MANCHESTER RD 210 · ST LOUIS, MO 63131 | Insurance Broker | $10,061 |
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 | $85,551 | $76,774+11.4% | $112,228-23.8% | $77,904+9.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.49% | -10.25%+2.8pp | 27.45%-34.9pp | 12.21%-19.7pp |
| Employer contribution / active EE | $2,864 | $3,977-28.0% | $3,635-21.2% | $2,848+0.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $634 | $239+165.6% | $6,410-90.1% | $133+378.7% |