Filed February 21, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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, LLC2 years Service code 70 ATTN ACCOUNTS RECEIVABLE · FORT WALTON BEACH, FL 32548 | Consulting Fees | $14,000 |
Service code 70 · EIN 47-1411118 | Consulting Fees | $9,704 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,596 | $82,978-14.9% | $129,995-45.7% | $71,457-1.2% |
| Participation rate | 84.5% | 74.1%+10.4pp | 78.5%+6.0pp | 67.9%+16.6pp |
| Annual return | 15.03% | 20.60%-5.6pp | -137.18%+152.2pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,282 | $2,622-51.1% | $4,320-70.3% | $2,588-50.4% |
| Participant deferral / active EE | $3,377 | $4,432-23.8% | $5,820-42.0% | $4,289-21.3% |
| Admin fee / account holder | $368 | $1,729-78.7% | $10,614-96.5% | $1,587-76.8% |