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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC4 years Service code 99 · EIN 45-4084437 105 TALLAPOOSA ST · MONTGOMERY, AL 36104 | Other Fees | $36,775 |
MURFEE MEADOWS, INC.4 years Service code 49 · EIN 63-1086621 120 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223 | Other Services | $17,796 |
Annual investment return 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 | $103,100 | $101,317+1.8% | $146,958-29.8% | $74,495+38.4% |
| Participation rate | 86.0% | 75.5%+10.5pp | 82.2%+3.9pp | 67.2%+18.8pp |
| Annual return | 12.46% | 8730.91%-8718.4pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,332 | $3,810-12.5% | $4,933-32.4% | $2,623+27.0% |
| Participant deferral / active EE | $9,243 | $7,303+26.6% | $8,070+14.5% | $4,346+112.7% |
| Admin fee / account holder | $153 | $1,739-91.2% | $12,998-98.8% | $1,942-92.1% |