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 13 · EIN 06-1050034 | Contract Administrator | $265,028 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $104,201 |
WARREN AVERETT, LLC8+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
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 | $42,086 | $90,195-53.3% | $125,339-66.4% | $89,394-52.9% |
| Participation rate | 25.9% | 72.4%-46.5pp | 82.4%-56.5pp | 71.3%-45.4pp |
| Annual return | -17.45% | -6.51%-10.9pp | 572.05%-589.5pp | -11.89%-5.6pp |
| Employer contribution / active EE | $176 | $3,043-94.2% | $4,814-96.4% | $3,022-94.2% |
| Participant deferral / active EE | $2,745 | $7,170-61.7% | $7,446-63.1% | $5,123-46.4% |
| Admin fee / account holder | $82 | $69+17.6% | $10,010-99.2% | $79+2.7% |