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 | $250,056 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $109,502 |
WARREN AVERETT, LLC9+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $21,500 |
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 | $52,278 | $121,599-57.0% | $135,903-61.5% | $103,482-49.5% |
| Participation rate | 28.9% | 76.2%-47.3pp | 81.9%-53.0pp | 73.3%-44.4pp |
| Annual return | 21.27% | 26.09%-4.8pp | 68.23%-47.0pp | 33.11%-11.8pp |
| Employer contribution / active EE | $199 | $4,627-95.7% | $4,856-95.9% | $3,208-93.8% |
| Participant deferral / active EE | $3,054 | $7,782-60.8% | $7,758-60.6% | $5,207-41.4% |
| Admin fee / account holder | $80 | $76+6.2% | $10,762-99.3% | $114-29.6% |