Filed January 30, 2018
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 BENEFIT CONSULTANTS Service code 15 · EIN 63-1239856 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $19,662 |
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 | $108,507 | $75,388+43.9% | $123,544-12.2% | $55,725+94.7% |
| Participation rate | 91.3% | 75.7%+15.6pp | 82.3%+9.0pp | 70.9%+20.4pp |
| Annual return | -5.73% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,525 | $3,063-50.2% | $4,628-67.1% | $2,078-26.6% |
| Participant deferral / active EE | $6,165 | $5,651+9.1% | $6,426-4.1% | $3,356+83.7% |
| Admin fee / account holder | $21 | $120-82.1% | $9,284-99.8% | $115-81.4% |