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 |
|---|---|---|
BMGI3 years Service code 13 625 ENTERPRISE RD · OAK BROOK, IL 60523 | Contract Administrator | $157,500 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $110,890 |
SPENCER FANE LLP4 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 1000 WALNUT STREET 1400 · KANSAS CITY, MO 64106 | Legal | $90,334 |
CENTRAL TRUST COMPANY9+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL, FLOOR 3 · SPRINGFIELD, MO 65807 | Securities Custodian | $53,905 |
EMPRISE BANK9+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $51,699 |
MCCLOUD CONSULTING GROUP6 years Service code 11 · EIN 46-0507052 205 W MILL STREET · LIBERTY, MO 64068 | Actuarial | $38,163 |
MORROW & CO., LLC8 years Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $36,288 |
REDSTONE ADVISORS9+ years Service code 28 · EIN 48-1105831 8100 E 33RD ST N, 800 · WICHITA, KS 67226 | Investment Management | $21,406 |
WASMER, SCHROEDER & CO INC.7 years Filed as: WASMER SCHROEDER & CO. Service code 28 · EIN 52-9771369 600 5TH AVE S, SUITE 120 · NAPLES, FL 34102 | Investment Management | $18,707 |
UNION INSURANCE GROUP1 year Service code 22 303 W. ERIE SUITE 310 · CHICAGO, IL 60654 | Insurance Broker | $13,218 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.61% | 11.08%+3.5pp | 8.09%+6.5pp | 8.76%+5.9pp |
| Employer contribution / active EE | $8,720 | $13,876-37.2% | $28,732-69.7% | $16,627-47.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |