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 MISSOURI9+ years Service code 21 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Bank Trustee | $59,024 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $11,915 |
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 | $67,943 | $82,917-18.1% | $103,333-34.2% | $77,643-12.5% |
| Participation rate | 84.4% | 71.6%+12.9pp | 74.5%+9.9pp | 70.6%+13.8pp |
| Annual return | 13.56% | 19.13%-5.6pp | 24.88%-11.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $543 | $3,552-84.7% | $3,868-86.0% | $2,726-80.1% |
| Participant deferral / active EE | $3,422 | $4,108-16.7% | $5,057-32.3% | $4,647-26.4% |
| Admin fee / account holder | $273 | $638-57.2% | $8,355-96.7% | $430-36.6% |