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 MISSOURI7+ years Service code 21 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Bank Trustee | $49,188 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $16,913 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,556 | $106,236-53.4% | $112,228-55.8% | $64,808-23.5% |
| Participation rate | 51.2% | 71.7%-20.5pp | 75.1%-23.9pp | 71.5%-20.3pp |
| Annual return | -14.62% | -6.02%-8.6pp | 27.45%-42.1pp | 32.82%-47.4pp |
| Employer contribution / active EE | $717 | $3,166-77.4% | $3,635-80.3% | $2,506-71.4% |
| Participant deferral / active EE | $1,746 | $3,785-53.9% | $4,728-63.1% | $4,310-59.5% |
| Admin fee / account holder | $234 | $452-48.3% | $6,410-96.4% | $188+24.4% |