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 Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 62-1229657 | Recordkeeping | $52,265 |
WITHUMSMITH+BROWN, PC1 year Filed as: TAYLOR, VISE, BROWN & KING Service code 10 · EIN 26-2703960 | Accounting | $9,975 |
MERCER1 year Filed as: MERCER CAPITAL Service code 34 5100 POPLAR AVENUE · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $8,640 |
BURR FORMAN LLP2+ years Service code 29 P O BOX 830719 · BIRMINGHAM, AL 35283 | Legal | $6,282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,165 | $74,089-22.8% | $133,980-57.3% | $55,167+3.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.28% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,186 | $3,064+4.0% | $5,211-38.9% | $1,963+62.3% |
| Participant deferral / active EE | $3,390 | $4,678-27.5% | $6,282-46.0% | $3,054+11.0% |
| Admin fee / account holder | $428 | $458-6.5% | $9,324-95.4% | $504-15.0% |