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 ADVISORS7 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $79,734 |
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $43,578 |
INVESCO8+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 51 P.O. BOX 79269 · ATLANTA, GA 30357 | Investment Mgmt Fees | $10,675 |
Filed as: GRABEL, SCHNEIDERS, HOLLMAN & CO Service code 10 206 W ARGONNE DR · KIRKWOOD, MO 63122 | Accounting | $6,500 |
SCHUCHAT, COOK & WERNER8+ years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $4,557 |
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 | $73,421 | $64,612+13.6% | $86,436-15.1% | $64,808+13.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.05% | 0.66%-16.7pp | 4394.89%-4410.9pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,121 | $2,744-22.7% | $3,769-43.7% | $2,506-15.4% |
| Participant deferral / active EE | $292 | $7,497-96.1% | $6,952-95.8% | $4,310-93.2% |
| Admin fee / account holder | $204 | $169+20.9% | $6,731-97.0% | $188+8.8% |