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.4 years Filed as: SMITH MOORE & CO Service code 27 · EIN 43-1244128 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,900 |
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 | $72,668 | $67,512+7.6% | $185,823-60.9% | $93,030-21.9% |
| Participation rate | 37.0% | 67.1%-30.2pp | 81.7%-44.7pp | 73.9%-36.9pp |
| Annual return | 13.97% | 21.04%-7.1pp | 122.05%-108.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $346 | $1,783-80.6% | $5,167-93.3% | $2,706-87.2% |
| Participant deferral / active EE | $1,600 | $3,035-47.3% | $5,568-71.3% | $4,562-64.9% |
| Admin fee / account holder | $31 | $318-90.1% | $16,237-99.8% | $152-79.3% |