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 MISSOURI5+ years Service code 21 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Bank Trustee | $41,298 |
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.
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 | $52,792 | $91,517-42.3% | $101,248-47.9% | $73,409-28.1% |
| Participation rate | 56.8% | 73.8%-17.0pp | 75.8%-19.0pp | 72.2%-15.3pp |
| Annual return | 20.58% | 17.17%+3.4pp | 46.47%-25.9pp | 59.29%-38.7pp |
| Employer contribution / active EE | $430 | $2,877-85.0% | $3,660-88.2% | $2,234-80.7% |
| Participant deferral / active EE | $2,632 | $3,338-21.2% | $4,370-39.8% | $3,805-30.8% |
| Admin fee / account holder | $167 | $216-22.4% | $5,945-97.2% | $158+6.0% |