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 8-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 |
|---|---|---|
SMITH, MOORE & CO.2+ years Filed as: SMITH MOORE Service code 27 401 S BANKER, SUITE E · EFFINGHAM, IL 62401 | Advisory (Plan) | $23,343 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $17,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,887 | $52,953+41.4% | $172,739-56.6% | $65,185+14.9% |
| Participation rate | 86.5% | 66.2%+20.3pp | 82.6%+3.9pp | 70.2%+16.3pp |
| Annual return | 23.81% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $597 | $2,190-72.8% | $5,143-88.4% | $2,177-72.6% |
| Participant deferral / active EE | $2,229 | $2,471-9.8% | $5,198-57.1% | $3,514-36.6% |
| Admin fee / account holder | $301 | $472-36.1% | $13,954-97.8% | $847-64.4% |