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 |
|---|---|---|
COMMERCE BANK2 years Service code 21 · EIN 36-7498622 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $52,064 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 13-3364256 2323 VICTORY AVENUE · DALLAS, TX 75219 | Accounting | $39,195 |
PENSION LIVE, LLC1 year Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $38,562 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $22,743 |
THE WHITLOCK COMPANY2 years Filed as: THE WHITLOCK COMPANY LLC Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD, · SPRINGFIELD, MO 65804 | Accounting | $9,200 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 16.61% | 22.74%-6.1pp | 16.78%-0.2pp | 13.95%+2.7pp |
| Employer contribution / active EE | $18,589 | $16,157+15.1% | $26,328-29.4% | $16,598+12.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |