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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 11-2418191 | Investment Management | $169,120 |
EKON BENEFITS10+ years Filed as: QUALIFIED BENEFITS CONSULTANTS INC Service code 15 · EIN 43-1317863 | Recordkeeping | $18,215 |
PLUMBERS 178 GENERAL FUND8 years Service code 14 · EIN 44-0377546 2501 W GRAND · SPRINGFIELD, MO 65802 | Plan Administrator | $9,388 |
THE WHITLOCK COMPANY9 years Service code 10 3271 E. BATTLEFIELD SUITE 300 · SPRINGFIELD, MO 65804 | Accounting | $9,000 |
MERTZ INSURANCE10+ years Service code 23 · EIN 47-0832337 | Insurance services | $6,879 |
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 | $51,225 | $82,917-38.2% | $103,333-50.4% | $77,643-34.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.16% | 19.13%-11.0pp | 24.88%-16.7pp | 31.24%-23.1pp |
| Employer contribution / active EE | $6,565 | $3,552+84.9% | $3,868+69.7% | $2,726+140.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $452 | $638-29.2% | $8,355-94.6% | $430+4.9% |