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 MISSOURI6+ years Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $45,200 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $9,443 |
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.
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 | $55,218 | $78,275-29.5% | $109,143-49.4% | $86,799-36.4% |
| Participation rate | 54.8% | 73.8%-19.0pp | 75.9%-21.1pp | 72.3%-17.5pp |
| Annual return | 12.63% | 19.14%-6.5pp | 25.75%-13.1pp | 97.91%-85.3pp |
| Employer contribution / active EE | $394 | $3,105-87.3% | $3,722-89.4% | $2,405-83.6% |
| Participant deferral / active EE | $2,593 | $3,641-28.8% | $4,653-44.3% | $4,131-37.2% |
| Admin fee / account holder | $198 | $198-0.4% | $6,752-97.1% | $170+16.6% |