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 LLC Service code 99 · EIN 45-4084437 | Other Fees | $14,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,070 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: PRECISION PLAN ADMINISTRATION LLC Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,667 | $132,049-13.2% | $200,582-42.8% | $74,304+54.3% |
| Participation rate | 80.4% | 84.1%-3.6pp | 86.9%-6.5pp | 60.3%+20.1pp |
| Annual return | 13.28% | 22.22%-8.9pp | 42.33%-29.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $875 | $4,558-80.8% | $6,419-86.4% | $2,241-60.9% |
| Participant deferral / active EE | $4,703 | $7,213-34.8% | $9,331-49.6% | $3,767+24.9% |
| Admin fee / account holder | $132 | $2,405-94.5% | $16,305-99.2% | $2,969-95.6% |