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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 ADVISORS4 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $66,875 |
EKON BENEFITS5+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $54,170 |
INVESCO5+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 51 P.O. BOX 79269 · ATLANTA, GA 30357 | Investment Mgmt Fees | $8,249 |
MICHAEL CUMMINS, CPA, P.C.4 years Service code 10 THREE THE PINES COURT · ST. LOUIS, MO 63141 | Accounting | $6,500 |
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 | $79,528 | $69,231+14.9% | $91,989-13.5% | $67,579+17.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 21.90% | 32.03%-10.1pp | 69.02%-47.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $3,273 | $2,284+43.3% | $3,452-5.2% | $2,148+52.4% |
| Participant deferral / active EE | $307 | $5,854-94.8% | $5,923-94.8% | $3,539-91.3% |
| Admin fee / account holder | $216 | $107+101.0% | $7,743-97.2% | $142+51.7% |