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.1 year Service code 27 401 S BANKER ST STE E · EFFINGHAM, IL 62401 | Advisory (Plan) | $47,229 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Partici... | $8,187 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,440 | $75,284-22.4% | $91,001-35.8% | $69,631-16.1% |
| Participation rate | 81.4% | 80.4%+1.0pp | 75.6%+5.8pp | 70.7%+10.7pp |
| Annual return | 16.53% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,928 | $3,700-20.9% | $3,547-17.5% | $3,224-9.2% |
| Admin fee / account holder | $204 | $111+84.9% | $5,417-96.2% | $110+85.2% |