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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $56,559 |
REAMS ASSET MANAGEMENT1+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $42,709 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,905-100.0% | $74,183-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 2.79% | 60.60%-57.8pp | 17.74%-14.9pp | 5.13%-2.3pp |
| Employer contribution / active EE | $1,983 | $1,840+7.7% | $2,370-16.3% | $1,974+0.5% |
| Participant deferral / active EE | $147 | $3,448-95.7% | $3,550-95.8% | $3,061-95.2% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |