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 |
|---|---|---|
WARREN AVERETT, LLC4+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $43,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,786 | $75,388-84.4% | $123,544-90.5% | $55,725-78.8% |
| Participation rate | 46.9% | 75.7%-28.8pp | 82.3%-35.4pp | 70.9%-24.0pp |
| Annual return | 5.59% | 4.48%+1.1pp | 119.20%-113.6pp | 244.93%-239.3pp |
| Employer contribution / active EE | $1,212 | $3,063-60.4% | $4,628-73.8% | $2,078-41.7% |
| Participant deferral / active EE | $2,401 | $5,651-57.5% | $6,426-62.6% | $3,356-28.4% |
| Admin fee / account holder | $105 | $120-12.2% | $9,284-98.9% | $115-8.7% |