Filed November 18, 2016 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $570,455 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $131,947 |
WARREN AVERETT, LLC7+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $17,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,635 | $107,662-54.8% | $159,436-69.5% | $106,520-54.3% |
| Participation rate | 25.2% | 69.4%-44.1pp | 82.8%-57.6pp | 71.3%-46.1pp |
| Annual return | 18.45% | 22.17%-3.7pp | 263.57%-245.1pp | 19.28%-0.8pp |
| Employer contribution / active EE | $143 | $2,741-94.8% | $4,829-97.0% | $2,840-95.0% |
| Participant deferral / active EE | $2,358 | $6,799-65.3% | $7,352-67.9% | $4,948-52.3% |
| Admin fee / account holder | $142 | $69+107.5% | $10,799-98.7% | $75+91.0% |