Filed February 26, 2020
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $554,244 |
SECURITIES AMERICA INC7+ years Service code 27 · EIN 47-0648506 | Advisory (Plan) | $477,892 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $26,578 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,989 | $111,651-53.4% | $86,874-40.2% | $101,517-48.8% |
| Participation rate | 98.1% | 83.2%+14.9pp | 71.6%+26.5pp | 74.6%+23.6pp |
| Annual return | 14.28% | 19.55%-5.3pp | 63.52%-49.2pp | 21.00%-6.7pp |
| Employer contribution / active EE | $2,594 | $3,410-23.9% | $2,495+3.9% | $2,973-12.8% |
| Participant deferral / active EE | $4,298 | $4,831-11.0% | $3,699+16.2% | $4,873-11.8% |
| Admin fee / account holder | $108 | $79+35.9% | $5,828-98.2% | $139-22.9% |