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 |
|---|---|---|
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $80,096 |
BROTHERHOOD BANK AND TRUST1+ years Service code 19 · EIN 48-0150325 | Securities Custodian | $62,282 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $61,288 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $60,508 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $56,085 |
MICHELLE OCHOCINSKI1+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Direct payment from the plan; Employe... | $31,778 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTOR Service code 28 · EIN 84-1596610 | Investment Management | $31,746 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $25,492 |
SUMMERS, SPENCER & COMPANY PA1+ years Filed as: SUMMERS, SPENCER & COMPANY, PA Service code 10 · EIN 48-1215584 | Accounting | $23,029 |
FINANCIAL COUNSELORS INC1+ years Filed as: FINANCIAL COUNSELORS Service code 28 · EIN 43-0890172 | Investment Management | $22,716 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.73% | 3.49%-6.2pp | 4.16%-6.9pp | 7.18%-9.9pp |
| Employer contribution / active EE | $5,716 | $11,083-48.4% | $29,966-80.9% | $13,095-56.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |