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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY · EARTH CITY, MO 63045 | Contract Administrator | $103,945 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 28 · EIN 75-3019302 | Investment Management | $90,890 |
Filed as: MERRILL LYNCH Service code 28 7676 FORSYTH BLVD. · CLAYTON, MO 63105 | Investment Management | $73,761 |
EKON BENEFITS7+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $27,750 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $26,963 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 825 MARYVILLE CENTRE DR. 200 · CHESTERFIELD, MO 63017 | Insurance services | $22,970 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 116 ALLEGHENY CENTER · PITTSBURGH, PA 15212 | Securities Custodian | $18,606 |
Filed as: ANDERS, MINKLER, HUBER, & HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $5,650 |
SCHUCHAT, COOK & WERNER7+ years Service code 29 · EIN 43-0736301 555 WASHINGTON AVENUE · ST. LOUIS, MO 631011249 | Legal | $3,933 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.59% | -8.26%-5.3pp | -5.84%-7.7pp | 2.77%-16.4pp |
| Employer contribution / active EE | $20,201 | $12,543+61.1% | $31,839-36.6% | $15,262+32.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |