See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SMITH, MOORE & CO.4 years Service code 27 7777 BONHOMME AVE STE 2400 · CLAYTON, MO 631051931 | Advisory (Plan) | $62,115 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $48,031 |
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 | $68,737 | $85,135-19.3% | $98,907-30.5% | $73,409-6.4% |
| Participation rate | 84.6% | 81.1%+3.5pp | 76.0%+8.6pp | 72.2%+12.4pp |
| Annual return | 17.36% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-41.9pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,049 | $4,349-29.9% | $4,244-28.2% | $3,805-19.9% |
| Admin fee / account holder | $260 | $139+87.0% | $6,642-96.1% | $158+64.9% |