Filed March 18, 2014
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 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) | $58,795 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $7,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,636 | $55,449+41.8% | $83,848-6.2% | $56,287+39.7% |
| Participation rate | 49.8% | 68.0%-18.2pp | 76.1%-26.4pp | 69.9%-20.1pp |
| Annual return | -5.47% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $449 | $2,430-81.5% | $3,631-87.6% | $2,111-78.7% |
| Participant deferral / active EE | $2,960 | $2,935+0.8% | $4,082-27.5% | $3,350-11.6% |
| Admin fee / account holder | $568 | $656-13.4% | $5,478-89.6% | $521+9.0% |