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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY · EARTH CITY, MO 63025 | Contract Administrator | $138,796 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N LASALLE ST · CHICAGO, IL 60602 | Investment Management | $92,880 |
COMMERCE BANK10+ years Service code 28 · EIN 43-0407800 8000 FORSYTHE · CLAYTON, MO 63105 | Investment Management | $59,225 |
Service code 27 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $53,000 |
Service code 28 · EIN 45-5146560 1330 AVENUE OF THE AMERICAS, FLR 38 · NEW YORK, NY 10019 | Investment Management | $40,719 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON AVE · ST LOUIS, MO 63108 | Actuarial | $34,940 |
HAMMOND AND SHINNERS, P.C.7 years Filed as: HAMMOND & SHINNERS Service code 29 · EIN 43-1429257 13205 MANCHESTER RD STE 210 · ST LOUIS, MO 63131 | Legal | $21,526 |
Filed as: GRABEL SCHNIEDERS HOLLMAN & CO PC Service code 10 · EIN 43-1171178 206 W. ARGONNE · KIRKWOOD, MO 63122 | Accounting | $10,377 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 6.74% | 9.12%-2.4pp | 9.57%-2.8pp | 10.77%-4.0pp |
| Employer contribution / active EE | $17,615 | $14,150+24.5% | $26,706-34.0% | $15,292+15.2% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |