Filed November 27, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 6-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 |
|---|---|---|
COMMERCE BANK3 years Service code 18 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Trustee (bank, trust company, or simi... | $29,661 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN & ROBERTSON Service code 11 · EIN 91-0675641 500 NORTH BROADWAY, SUITE 1750 · ST. LOUIS, MO 63102 | Actuarial | $26,178 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS, INC Service code 23 · EIN 59-3718394 2750 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Insurance services | $15,000 |
UHY LLP2 years Service code 10 · EIN 20-0694403 15 SUNNEN DRIVE, SUITE 100 · ST. LOUIS, MO 63141 | Accounting | $8,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,126-100.0% | $282,126-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 41.9%-41.9pp | 43.0%-43.0pp |
| Annual return | 0.06% | 1315.74%-1315.7pp | 1087.39%-1087.3pp | 259.13%-259.1pp |
| Employer contribution / active EE | $0 | $46,882-100.0% | $42,245-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,546-100.0% |