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.8 years Filed as: SMITH MOORE & CO Service code 27 · EIN 43-1244128 | Advisory (Plan) | $24,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,925 |
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 | $76,797 | $57,610+33.3% | $154,803-50.4% | $102,872-25.3% |
| Participation rate | 19.3% | 59.5%-40.1pp | 78.1%-58.8pp | 73.0%-53.7pp |
| Annual return | 16.57% | 30.49%-13.9pp | 58.88%-42.3pp | 19.06%-2.5pp |
| Employer contribution / active EE | $184 | $1,883-90.2% | $4,305-95.7% | $3,526-94.8% |
| Participant deferral / active EE | $941 | $2,914-67.7% | $5,540-83.0% | $5,535-83.0% |
| Admin fee / account holder | $30 | $368-91.9% | $14,329-99.8% | $292-89.8% |