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 |
|---|---|---|
CENTRAL TRUST COMPANY2 years Service code 27 PO BOX 577 · COLUMBIA, MO 65205 | Advisory (Plan) | $21,205 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,700 | $71,883+52.6% | $86,677+26.6% | $68,494+60.2% |
| Participation rate | 93.5% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | -15.76% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,112 | $2,173+43.2% | $2,836+9.7% | $2,596+19.9% |
| Participant deferral / active EE | $5,005 | $3,779+32.5% | $4,656+7.5% | $4,027+24.3% |
| Admin fee / account holder | $377 | $6,112-93.8% | $7,493-95.0% | $5,403-93.0% |