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 |
|---|---|---|
THE BANK OF MISSOURI3+ years Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $15,542 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,104 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,765 | $50,637-78.7% | $86,590-87.6% | $62,292-82.7% |
| Participation rate | 88.0% | 67.9%+20.1pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 14.49% | 20.80%-6.3pp | 964.84%-950.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $632 | $2,075-69.5% | $2,839-77.7% | $2,042-69.1% |
| Participant deferral / active EE | $817 | $2,611-68.7% | $3,609-77.4% | $3,169-74.2% |
| Admin fee / account holder | $94 | $413-77.2% | $4,906-98.1% | $479-80.3% |