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 BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $136,500 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 7676 FORSYTH BLVD · CLAYTON, MO 63105 | Investment Management | $74,236 |
MMA SECURITIES LLC5 years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 825 MARYVILLE CENTRE DR. 200 · CHESTERFIELD, MO 63017 | Insurance services | $49,476 |
SCHUCHAT, COOK & WERNER10+ years Service code 29 · EIN 43-0763010 | Legal | $45,002 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $31,312 |
Filed as: ANDERS MINKLER HUBER & HELM LP Service code 10 · EIN 43-0831507 | Accounting | $28,150 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $27,131 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.54% | 9.24%+2.3pp | 9.65%+1.9pp | 10.71%+0.8pp |
| Employer contribution / active EE | $22,693 | $14,215+59.6% | $26,259-13.6% | $14,986+51.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |