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 |
|---|---|---|
BMGI4 years Service code 13 625 ENTERPRISE RD · OAK BROOK, IL 60523 | Contract Administrator | $163,500 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $121,967 |
SPENCER FANE LLP5 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 1000 WALNUT STREET 1400 · KANSAS CITY, MO 64106 | Legal | $120,747 |
MCCLOUD CONSULTING GROUP7 years Service code 11 · EIN 46-0507052 205 W MILL STREET · LIBERTY, MO 64068 | Actuarial | $63,301 |
CENTRAL TRUST COMPANY10+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL, FLOOR 3 · SPRINGFIELD, MO 65807 | Securities Custodian | $52,635 |
EMPRISE BANK10+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $50,237 |
MORROW & CO., LLC9 years Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $30,751 |
REDSTONE ADVISORS10+ years Service code 28 · EIN 48-1105831 8100 E 33RD ST N, 800 · WICHITA, KS 67226 | Investment Management | $22,586 |
WASMER, SCHROEDER & CO INC.8 years Filed as: WASMER SCHROEDER & CO. Service code 28 · EIN 52-9771369 600 5TH AVE S, SUITE 120 · NAPLES, FL 34102 | Investment Management | $19,617 |
UNION INSURANCE GROUP2 years Service code 22 303 W. ERIE SUITE 310 · CHICAGO, IL 60654 | Insurance Broker | $12,084 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 5.57% | 9.24%-3.7pp | 9.65%-4.1pp | 10.71%-5.1pp |
| Employer contribution / active EE | $10,016 | $14,215-29.5% | $26,259-61.9% | $14,986-33.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |