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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $71,750 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $71,566 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $67,342 |
BROTHERHOOD BANK AND TRUST2+ years Service code 19 · EIN 48-0150325 | Securities Custodian | $64,734 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $53,290 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTOR Service code 28 · EIN 84-1596610 | Investment Management | $46,263 |
MICHELLE OCHOCINSKI2+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Direct payment from the plan; Employe... | $32,159 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $23,373 |
FINANCIAL COUNSELORS INC2+ years Filed as: FINANCIAL COUNSELORS Service code 28 · EIN 43-0890172 | Investment Management | $22,369 |
KIRA DEATLEY2+ years Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan); Direct payment from ... | $21,507 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.29% | 11.78%-2.5pp | 8.32%+1.0pp | 23.90%-14.6pp |
| Employer contribution / active EE | $5,721 | $11,309-49.4% | $30,793-81.4% | $16,539-65.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |