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 |
|---|---|---|
BROTHERHOOD BANK AND TRUST4+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 756 MINNESOTA AVE · KANSAS CITY, KS 66101 | Bank Trustee | $47,326 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $18,727 |
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $11,518 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & TRUST COMPANY Service code 19 · EIN 94-1737782 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $8,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,146 | $56,443-2.3% | $83,848-34.2% | $55,725-1.0% |
| Participation rate | 63.3% | 72.0%-8.8pp | 76.1%-12.9pp | 70.9%-7.6pp |
| Annual return | -4.43% | 393.67%-398.1pp | 850.88%-855.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,895 | $2,682-29.3% | $3,631-47.8% | $2,078-8.8% |
| Participant deferral / active EE | $3,541 | $2,965+19.4% | $4,082-13.2% | $3,356+5.5% |
| Admin fee / account holder | $284 | $156+81.9% | $5,478-94.8% | $115+146.8% |