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 |
|---|---|---|
PZENA INVESTMENT MANAGEMENT10+ years Service code 51 · EIN 13-3989198 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $375,476 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $238,482 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 PO BOX 1186 · MARYLAND HEIGHTS, MO 64106 | Contract Administrator | $192,157 |
THE SEGAL COMPANY9 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1975125 101 NORTH WACKER DRIVE STE 500 · CHICAGO, IL 60606 | Direct Payment | $178,184 |
EVANS & DIXON LLC9 years Service code 29 · EIN 43-0611994 ONE METROPOLITAN SQUARE, STE 2400 · ST LOUIS, MO 63102 | Legal | $137,252 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC Service code 50 · EIN 36-3485298 180 N LASALLE STREET STE 3500 · CHICAGO, IL 60601 | Direct Payment | $95,000 |
HARTNETT REYES-JONES, LLC8 years Filed as: HARTNET REYES-JONES LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST LOUIS, MO 63108 | Legal | $63,138 |
GRABEL SCHNIEDERS HOLLMAN & CO10+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $36,446 |
COMMERCE BANK2 years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 8000 FORSYTH BOULEVARD · ST LOUIS, MO 631051797 | Securities Custodian | $26,879 |
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 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 10.17% | 9.22%+1.0pp | 9.49%+0.7pp | 9.22%+1.0pp |
| Employer contribution / active EE | $13,595 | $13,567+0.2% | $29,215-53.5% | $13,567+0.2% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |