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.
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 |
|---|---|---|
SMITH, MOORE & CO.8 years Service code 27 401 S. BANKER ST., STE E · EFFINGHAM, IL 624012681 | Advisory (Plan) | $48,703 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $33,513 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,507 | $132,049-23.1% | $200,582-49.4% | $74,304+36.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 86.9%+4.0pp | 60.3%+30.6pp |
| Annual return | 21.80% | 22.22%-0.4pp | 42.33%-20.5pp | 29.43%-7.6pp |
| Employer contribution / active EE | $3,775 | $4,558-17.2% | $6,419-41.2% | $2,241+68.4% |
| Participant deferral / active EE | $5,404 | $7,213-25.1% | $9,331-42.1% | $3,767+43.4% |
| Admin fee / account holder | $393 | $2,405-83.7% | $16,305-97.6% | $2,969-86.8% |