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, LLC1+ years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 26 · EIN 62-1229657 | Advisory (Participants) | $48,494 |
BURR FORMAN LLP1+ years Service code 29 P O BOX 830719 · BIRMINGHAM, AL 35283 | Legal | $23,152 |
BENEFITS CONSULTANTS GROUP1+ years Filed as: WA BENEFITS CONSULTANTS LLC Service code 15 · EIN 63-1239856 | Recordkeeping | $2,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,653 | $70,667-25.5% | $123,104-57.2% | $52,331+0.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -2.47% | 6.23%-8.7pp | 13.22%-15.7pp | 4.54%-7.0pp |
| Employer contribution / active EE | $2,960 | $2,946+0.5% | $5,151-42.5% | $1,882+57.3% |
| Participant deferral / active EE | $3,123 | $4,493-30.5% | $6,230-49.9% | $3,022+3.3% |
| Admin fee / account holder | $388 | $506-23.5% | $9,015-95.7% | $592-34.5% |