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.3 years Filed as: SMITH MOORE & CO Service code 27 · EIN 43-1244128 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,322 | $56,095+14.7% | $178,490-64.0% | $90,288-28.8% |
| Participation rate | 32.1% | 65.6%-33.4pp | 81.9%-49.8pp | 73.4%-41.2pp |
| Annual return | 19.78% | 28.81%-9.0pp | 151.07%-131.3pp | 53.97%-34.2pp |
| Employer contribution / active EE | $304 | $1,572-80.7% | $5,011-93.9% | $2,524-88.0% |
| Participant deferral / active EE | $1,366 | $2,669-48.8% | $5,202-73.7% | $4,232-67.7% |
| Admin fee / account holder | $30 | $101-70.2% | $13,984-99.8% | $114-73.7% |