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 INC3 years Service code 27 · EIN 71-0596922 | Advisory (Plan) | $24,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,718 |
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 | $82,731 | $58,879+40.5% | $178,490-53.6% | $73,488+12.6% |
| Participation rate | 93.7% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+23.0pp |
| Annual return | 15.95% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $4,201 | $2,236+87.9% | $5,011-16.2% | $2,270+85.1% |
| Participant deferral / active EE | $6,389 | $2,567+148.8% | $5,202+22.8% | $3,740+70.8% |
| Admin fee / account holder | $295 | $400-26.3% | $13,984-97.9% | $513-42.5% |