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 MISSOURI10+ years Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $53,151 |
NEWPORT GROUP, INC.11+ years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $31,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,543 | $86,944-6.2% | $107,525-24.2% | $74,304+9.7% |
| Participation rate | 74.7% | 59.6%+15.1pp | 75.1%-0.4pp | 60.3%+14.3pp |
| Annual return | 15.61% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $742 | $2,757-73.1% | $3,754-80.2% | $2,241-66.9% |
| Participant deferral / active EE | $4,504 | $3,554+26.7% | $5,116-12.0% | $3,767+19.5% |
| Admin fee / account holder | $361 | $3,727-90.3% | $8,919-95.9% | $2,969-87.8% |