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, LLC4+ years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $13,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,081 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,376 |
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 | $72,072 | $70,908+1.6% | $98,907-27.1% | $73,488-1.9% |
| Participation rate | 95.1% | 73.8%+21.3pp | 76.0%+19.0pp | 70.7%+24.4pp |
| Annual return | 11.37% | 34.17%-22.8pp | 196.43%-185.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,688 | $2,036+32.0% | $2,6890% | $2,270+18.4% |
| Participant deferral / active EE | $4,614 | $3,500+31.8% | $4,244+8.7% | $3,740+23.4% |
| Admin fee / account holder | $64 | $535-88.1% | $6,642-99.0% | $513-87.6% |