Filed March 18, 2025
Total covered: 26 employees
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 8-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 |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $511,712 |
MERCER7 years Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $180,273 |
COMMERCE BANK8+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $117,700 |
MILLIMAN, INC.5 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $59,585 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $34,000 |
SPENCER FANE LLP3 years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 1000 WALNUT ST, STE 1400 · KANSAS CITY, MO 64106 | Legal | $21,690 |
WILLIS TOWERS WATSON US LLC4 years Service code 17 · EIN 53-0181291 | Pension Consulting | $17,900 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 50 · EIN 20-1876798 | Direct Payment | $10,205 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.43% | 9.22%+1.2pp | 2.33%+8.1pp | 9.22%+1.2pp |
| Employer contribution / active EE | $16,743 | $13,567+23.4% | $34,323-51.2% | $13,567+23.4% |
| Participant deferral / active EE | $0 | $575-100.0% | $124-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |