Filed February 27, 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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $54,524 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS Service code 27 300 S CAMPBELL · SPRINGFILED, MO 65806 | Advisory (Plan) | $33,296 |
Service code 27 601 WEST NIFONG BLVD., SUITE 3B · COLUMBIA, MO 65203 | Advisory (Plan) | $15,775 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 700 WEST 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $1,648 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,610 | $75,760-75.4% | $123,104-84.9% | $59,188-68.6% |
| Participation rate | 96.1% | 86.0%+10.0pp | 86.8%+9.3pp | 69.4%+26.6pp |
| Annual return | -0.08% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $4,341 | $3,415+27.1% | $5,151-15.7% | $2,098+106.9% |
| Participant deferral / active EE | $3,528 | $5,000-29.4% | $6,230-43.4% | $3,265+8.1% |
| Admin fee / account holder | $55 | $61-9.8% | $9,015-99.4% | $92-40.6% |