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, LLC6+ years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 15 · EIN 63-1239856 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $13,616 |
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 | $149,777 | $100,801+48.6% | $149,696+0.1% | $73,409+104.0% |
| Participation rate | 95.8% | 77.7%+18.1pp | 82.5%+13.3pp | 72.2%+23.6pp |
| Annual return | 14.37% | 265.34%-251.0pp | 276.60%-262.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $4,259 | $3,312+28.6% | $4,644-8.3% | $2,234+90.7% |
| Participant deferral / active EE | $6,714 | $6,404+4.8% | $6,842-1.9% | $3,805+76.4% |
| Admin fee / account holder | $12 | $181-93.2% | $9,309-99.9% | $158-92.2% |