Filed March 23, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
BLUMER,/WELLS1+ years Service code 49 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Other Services | $30,960 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,057 | $46,360+33.9% | $147,614-58.0% | $52,331+18.6% |
| Participation rate | 69.4% | 64.9%+4.4pp | 84.6%-15.3pp | 68.1%+1.3pp |
| Annual return | -0.56% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,372 | $2,126-35.5% | $5,564-75.3% | $1,882-27.1% |
| Participant deferral / active EE | $2,905 | $2,258+28.7% | $4,895-40.7% | $3,022-3.9% |
| Admin fee / account holder | $2 | $766-99.8% | $11,611-100.0% | $592-99.7% |