See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 12 · EIN 39-1186267 P.O. BOX 2980 · MILWAUKEE, WI 53201 | Custodial (securities); Claims proces... | $64,545 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 8182 MARYLAND AVE 900 · ST. LOUIS, MO 63105 | Accounting | $9,880 |
Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $8,015 |
SCHUCHAT, COOK & WERNER1 year Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 1221 LOCUST ST., STE 250 · ST. LOUIS, MO 63103 | Legal | $6,121 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,353 | $111,608-70.1% | $177,821-81.2% | $73,409-54.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.53% | 18.23%-3.7pp | 48.32%-33.8pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,200 | $3,796-68.4% | $5,918-79.7% | $2,234-46.3% |
| Participant deferral / active EE | $604 | $6,199-90.3% | $7,714-92.2% | $3,805-84.1% |
| Admin fee / account holder | $181 | $166+9.4% | $12,427-98.5% | $158+14.8% |