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.7 years Filed as: SMITH MOORE & CO Service code 27 · EIN 43-1244128 | Advisory (Plan) | $24,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,764 | $53,136+35.1% | $155,509-53.9% | $199,593-64.0% |
| Participation rate | 20.1% | 64.1%-44.0pp | 78.2%-58.1pp | 72.0%-51.9pp |
| Annual return | 16.17% | 41.15%-25.0pp | 64.67%-48.5pp | 34.25%-18.1pp |
| Employer contribution / active EE | $196 | $1,851-89.4% | $4,672-95.8% | $3,034-93.6% |
| Participant deferral / active EE | $968 | $3,161-69.4% | $5,626-82.8% | $5,087-81.0% |
| Admin fee / account holder | $30 | $185-83.6% | $15,912-99.8% | $269-88.7% |