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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |