See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
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, LLC3+ years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $14,100 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $5,521 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $892 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $66,659 | $66,310+0.5% | $93,606-28.8% | $65,185+2.3% |
| Participation rate | 96.7% | 74.0%+22.7pp | 75.8%+20.9pp | 70.2%+26.5pp |
| Annual return | 21.72% | 42.58%-20.9pp | 32.76%-11.0pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,560 | $2,012+27.3% | $2,718-5.8% | $2,177+17.6% |
| Participant deferral / active EE | $4,358 | $3,342+30.4% | $4,069+7.1% | $3,514+24.0% |
| Admin fee / account holder | $67 | $6,897-99.0% | $7,888-99.1% | $847-92.0% |