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.2 years Service code 27 401 S BANKER ST STE E · EFFINGHAM, IL 624012681 | Advisory (Plan) | $67,194 |
Service code 12 · EIN 48-1205033 | Float revenue; Direct payment from th... | $28,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,965 | $65,223-9.6% | $80,019-26.3% | $55,725+5.8% |
| Participation rate | 82.4% | 80.6%+1.9pp | 75.8%+6.6pp | 70.9%+11.6pp |
| Annual return | -0.60% | 7.59%-8.2pp | 11.22%-11.8pp | 244.93%-245.5pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,080 | $3,881-20.6% | $3,686-16.4% | $3,356-8.2% |
| Admin fee / account holder | $264 | $114+130.8% | $6,521-96.0% | $115+128.8% |