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 |
|---|---|---|
REAMS ASSET MANAGEMENT2+ years Filed as: UMB BANK Service code 28 · EIN 44-0194180 | Investment Management | $37,603 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,007 |
BROTHERHOOD BANK AND TRUST2+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 · EIN 48-0150325 | Bank Trustee | $23,799 |
STERN BROTHERS2+ years Filed as: STERN BROS INV ADVISORS Service code 34 · EIN 43-1749095 | Valuation (appraisals, etc.); Consult... | $10,170 |
Participant contribution per participant 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 | $137,928 | $57,921+138.1% | $84,750+62.7% | $57,658+139.2% |
| Participation rate | 98.5% | 72.9%+25.5pp | 76.6%+21.9pp | 70.2%+28.3pp |
| Annual return | 19.75% | 10.24%+9.5pp | 22.78%-3.0pp | 5.13%+14.6pp |
| Employer contribution / active EE | $2,532 | $2,598-2.6% | $3,574-29.2% | $1,974+28.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $182 | $130+40.7% | $5,332-96.6% | $95+93.0% |