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 FUNDS2 years Filed as: ROBERT W. AKERS, JR. Service code 22 2560 S. GLENSTONE AVE · SPRINGFIELD, MO 658043267 | Insurance Broker | $8,243 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,722 | $54,573+40.6% | $90,951-15.6% | $73,488+4.4% |
| Participation rate | 54.8% | 61.2%-6.4pp | 69.0%-14.2pp | 70.7%-15.9pp |
| Annual return | 13.30% | 16.69%-3.4pp | 134.60%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $954 | $991-3.8% | $2,122-55.0% | $2,270-58.0% |
| Participant deferral / active EE | $2,698 | $2,517+7.2% | $3,373-20.0% | $3,740-27.9% |
| Admin fee / account holder | $13 | $521-97.5% | $5,959-99.8% | $513-97.5% |