Filed January 6, 2009 (most recent of 3 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.7 years Service code 27 401 S. BANKER ST., STE E · EFFINGHAM, IL 624012681 | Advisory (Plan) | $44,336 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $29,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,589 | $122,239-21.8% | $184,200-48.1% | $74,546+28.2% |
| Participation rate | 92.5% | 85.5%+7.0pp | 86.8%+5.6pp | 67.2%+25.3pp |
| Annual return | 12.58% | 19.95%-7.4pp | 28.80%-16.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $3,485 | $4,537-23.2% | $6,424-45.8% | $2,624+32.8% |
| Participant deferral / active EE | $5,220 | $7,139-26.9% | $9,132-42.8% | $4,347+20.1% |
| Admin fee / account holder | $376 | $1,260-70.1% | $13,907-97.3% | $1,944-80.6% |