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 |
|---|---|---|
EKON ADVISORS9 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $92,235 |
EKON BENEFITS10+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $57,473 |
INVESCO10+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 51 P.O. BOX 79269 · ATLANTA, GA 30357 | Investment Mgmt Fees | $9,306 |
Filed as: GRABEL, SCHNEIDERS, HOLLMAN & CO Service code 10 206 W ARGONNE DR · KIRKWOOD, MO 63122 | Accounting | $7,521 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,163 | $89,808-18.5% | $100,391-27.1% | $77,643-5.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 15.72% | 20.62%-4.9pp | 49.20%-33.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,819 | $3,039-40.2% | $3,942-53.9% | $2,726-33.3% |
| Participant deferral / active EE | $261 | $8,284-96.9% | $8,082-96.8% | $4,647-94.4% |
| Admin fee / account holder | $174 | $174-0.1% | $7,899-97.8% | $430-59.5% |