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 MISSOURI4+ years Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $60,244 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $10,690 |
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 | $56,631 | $66,601-15.0% | $92,893-39.0% | $67,579-16.2% |
| Participation rate | 46.9% | 72.5%-25.6pp | 76.0%-29.1pp | 71.3%-24.4pp |
| Annual return | 21.49% | 92.58%-71.1pp | 109.41%-87.9pp | 378.56%-357.1pp |
| Employer contribution / active EE | $341 | $2,775-87.7% | $3,653-90.7% | $2,148-84.1% |
| Participant deferral / active EE | $2,088 | $3,157-33.9% | $4,236-50.7% | $3,539-41.0% |
| Admin fee / account holder | $330 | $199+65.9% | $5,794-94.3% | $142+131.9% |