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 | $603,874 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $273,750 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $87,475 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $53,821 |
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 | $49,368 | $93,283-47.1% | $77,163-36.0% | $103,482-52.3% |
| Participation rate | 98.2% | 79.3%+19.0pp | 69.6%+28.6pp | 73.3%+24.9pp |
| Annual return | 18.44% | 17.40%+1.0pp | 37.87%-19.4pp | 33.11%-14.7pp |
| Employer contribution / active EE | $2,779 | $3,170-12.3% | $2,535+9.6% | $3,208-13.4% |
| Participant deferral / active EE | $4,696 | $4,624+1.6% | $3,833+22.5% | $5,207-9.8% |
| Admin fee / account holder | $95 | $78+20.9% | $5,472-98.3% | $114-17.0% |