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 |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 21 · EIN 20-0780118 | Bank Trustee | $147,329 |
AMALGAMATED1+ years Filed as: AMALGAMATED TRUST COMPANY INC. Service code 28 · EIN 13-4166898 | Investment Management | $107,431 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $99,740 |
COMMERCE BANK1+ years Service code 28 · EIN 43-0407800 | Investment Management | $80,850 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 43-1225960 | Investment Management | $44,168 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 21 · EIN 04-2453734 | Bank Trustee | $37,543 |
HUSCH BLACKWELL1+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $32,904 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 | Actuarial | $26,715 |
Filed as: MERRILL LYNCH Service code 21 · EIN 43-0265140 | Bank Trustee | $14,450 |
BANK OF EDWARDSVILLE1+ years Service code 18 · EIN 37-0259190 | Custodial (other than securities) | $13,123 |
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.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.90% | 3.49%+5.4pp | 4.16%+4.7pp | 7.18%+1.7pp |
| Employer contribution / active EE | $26,200 | $11,083+136.4% | $29,966-12.6% | $13,095+100.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |