See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS, INC Service code 15 · EIN 20-5396546 3601 E EVERGREEN DR SUITE 200 · APPLETON, WI 54913 | Recordkeeping | $22,460 |
THE WHITLOCK COMPANY5 years Filed as: THE WHITLOCK COMPANY, LLP Service code 10 · EIN 43-1365401 3271 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $14,800 |
ENTERPRISE BANK & TRUST2 years Service code 21 · EIN 43-1472619 150 N MERAMEC AVE · CLAYTON, MO 63105 | Bank Trustee | $13,199 |
MERCER5 years Filed as: MERCER CAPITAL MANAGEMENT, INC. Service code 34 5100 POPLAR AVENUE, SUITE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $12,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,914 | $132,049+21.9% | $200,582-19.8% | $74,304+116.6% |
| Participation rate | 99.5% | 84.1%+15.5pp | 86.9%+12.6pp | 60.3%+39.2pp |
| Annual return | 17.11% | 22.22%-5.1pp | 42.33%-25.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $5,839 | $4,558+28.1% | $6,419-9.0% | $2,241+160.5% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $250 | $2,405-89.6% | $16,305-98.5% | $2,969-91.6% |