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, LLC5+ years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 15 · EIN 63-1239856 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $12,685 |
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 | $127,249 | $88,122+44.4% | $141,162-9.9% | $67,579+88.3% |
| Participation rate | 94.1% | 76.5%+17.7pp | 82.5%+11.6pp | 71.3%+22.8pp |
| Annual return | 21.48% | 75.40%-53.9pp | 71.39%-49.9pp | 378.56%-357.1pp |
| Employer contribution / active EE | $4,210 | $3,224+30.6% | $4,735-11.1% | $2,148+96.0% |
| Participant deferral / active EE | $6,575 | $5,958+10.4% | $6,709-2.0% | $3,539+85.8% |
| Admin fee / account holder | $12 | $131-91.1% | $10,261-99.9% | $142-91.8% |