Filed April 18, 2001
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 |
|---|---|---|
FIRST STATE TRUST COMPANY2 years Filed as: FIRST STATE FINANCIAL MANAGEMENT Service code 27 225 E COLUMBIA ST · FARMINGTON, MO 63640 | Advisory (Plan) | $66,104 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,016 | $88,515-50.3% | $162,163-72.9% | $67,579-34.9% |
| Participation rate | 96.9% | 86.8%+10.0pp | 87.6%+9.3pp | 71.3%+25.6pp |
| Annual return | 20.41% | 27.04%-6.6pp | 115.59%-95.2pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,420 | $3,563-60.1% | $5,614-74.7% | $2,148-33.9% |
| Participant deferral / active EE | $3,361 | $5,724-41.3% | $7,298-53.9% | $3,539-5.0% |
| Admin fee / account holder | $89 | $124-28.3% | $10,843-99.2% | $142-37.7% |