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 MISSOURI8+ years Service code 21 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Bank Trustee | $49,537 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $14,070 |
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 | $62,343 | $92,971-32.9% | $96,683-35.5% | $74,419-16.2% |
| Participation rate | 57.7% | 71.5%-13.9pp | 74.3%-16.7pp | 70.7%-13.0pp |
| Annual return | 16.51% | 37.49%-21.0pp | 35.69%-19.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $613 | $3,426-82.1% | $3,737-83.6% | $2,637-76.8% |
| Participant deferral / active EE | $2,627 | $3,970-33.8% | $4,878-46.2% | $4,528-42.0% |
| Admin fee / account holder | $236 | $633-62.8% | $6,730-96.5% | $348-32.3% |