Filed September 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 5-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, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 56-0511774 | Legal | $11,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,165 | $73,125-83.4% | $125,175-90.3% | $77,787-84.4% |
| Participation rate | 64.9% | 79.4%-14.5pp | 79.8%-14.9pp | 73.2%-8.3pp |
| Annual return | 14.37% | 24.71%-10.3pp | 43.79%-29.4pp | 32.57%-18.2pp |
| Employer contribution / active EE | $3,718 | $2,413+54.1% | $3,865-3.8% | $2,504+48.4% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,967-100.0% |
| Admin fee / account holder | $25 | $89-71.9% | $9,702-99.7% | $100-74.9% |