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.2 years Filed as: SMITH MOORE & CO Service code 27 · EIN 43-1244128 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,325 |
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 | $58,051 | $47,456+22.3% | $172,739-66.4% | $77,787-25.4% |
| Participation rate | 28.5% | 66.3%-37.8pp | 82.6%-54.1pp | 73.2%-44.7pp |
| Annual return | 26.10% | 35.57%-9.5pp | 802.84%-776.7pp | 32.57%-6.5pp |
| Employer contribution / active EE | $264 | $1,574-83.2% | $5,143-94.9% | $2,504-89.5% |
| Participant deferral / active EE | $1,154 | $2,560-54.9% | $5,198-77.8% | $3,967-70.9% |
| Admin fee / account holder | $36 | $81-55.8% | $13,954-99.7% | $100-64.3% |