Filed May 4, 1998 (most recent of 2 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.1 year Filed as: SMITH MOORE & CO Service code 27 · EIN 43-1244128 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $47,067 | $45,382+3.7% | $154,107-69.5% | $75,289-37.5% |
| Participation rate | 30.3% | 65.9%-35.6pp | 83.0%-52.7pp | 72.4%-42.1pp |
| Annual return | -4.83% | -0.47%-4.4pp | 735.12%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $267 | $1,533-82.6% | $5,298-95.0% | $2,405-88.9% |
| Participant deferral / active EE | $1,147 | $2,384-51.9% | $5,081-77.4% | $3,739-69.3% |
| Admin fee / account holder | $34 | $89-62.4% | $13,411-99.7% | $102-67.2% |