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 | $323,652 |
COMMERCE BANK8+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $155,523 |
Filed as: BRICKLAYERS LOCAL 1 PENSION PLAN Service code 15 · EIN 51-6133505 1670 FENPARK · FENTON, MO 63026 | Recordkeeping | $100,431 |
GRABEL SCHNIEDERS HOLLMAN & CO8+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $18,463 |
HAMMOND AND SHINNERS, P.C.8+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 13205 MANCHESTER RD 210 · ST LOUIS, MO 63131 | Insurance Broker | $6,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,320 | $88,480-12.6% | $96,683-20.0% | $80,160-3.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -0.81% | 22.53%-23.3pp | 35.69%-36.5pp | 40.38%-41.2pp |
| Employer contribution / active EE | $2,953 | $4,176-29.3% | $3,737-21.0% | $2,978-0.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $709 | $212+234.7% | $6,730-89.5% | $145+389.0% |