Filed September 6, 2006
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 |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. AKERS, JR. Service code 22 2560 S. GLENSTONE AVE · SPRINGFIELD, MO 658043267 | Insurance Broker | $6,439 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,462 | $49,138+35.3% | $84,015-20.9% | $65,185+2.0% |
| Participation rate | 57.3% | 60.7%-3.5pp | 69.0%-11.7pp | 70.2%-12.9pp |
| Annual return | 20.16% | 23.00%-2.8pp | 71.31%-51.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $784 | $914-14.2% | $1,983-60.5% | $2,177-64.0% |
| Participant deferral / active EE | $2,849 | $2,397+18.9% | $3,239-12.0% | $3,514-18.9% |
| Admin fee / account holder | $17 | $543-96.8% | $6,101-99.7% | $847-97.9% |