Filed April 14, 2007
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 |
|---|---|---|
WARREN AVERETT, LLC2 years Filed as: WARRENAVERETT, LLC Service code 10 · EIN 45-4084437 | Accounting | $24,060 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,913 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,915 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,791 | $88,890-32.7% | $102,423-41.6% | $77,643-23.0% |
| Participation rate | 92.3% | 80.9%+11.4pp | 76.5%+15.8pp | 70.6%+21.8pp |
| Annual return | 14.38% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,009 | $2,698+11.5% | $3,023-0.5% | $2,726+10.4% |
| Participant deferral / active EE | $4,359 | $5,145-15.3% | $5,053-13.7% | $4,647-6.2% |
| Admin fee / account holder | $146 | $235-37.8% | $9,451-98.5% | $430-66.0% |