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 8-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 CAPITAL MANAGEMENT INC2 years Service code 27 · EIN 71-0596922 | Advisory (Plan) | $21,716 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,728 | $52,953+60.0% | $172,739-51.0% | $65,185+30.0% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.5pp | 70.2%+28.0pp |
| Annual return | 22.68% | 30.12%-7.4pp | 802.84%-780.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $4,295 | $2,190+96.2% | $5,143-16.5% | $2,177+97.3% |
| Participant deferral / active EE | $6,868 | $2,471+178.0% | $5,198+32.1% | $3,514+95.5% |
| Admin fee / account holder | $313 | $472-33.7% | $13,954-97.8% | $847-63.1% |