Filed January 9, 2013 (most recent of 2 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 |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $14,500 |
FIIOC4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$38,217 |
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 | $99,420 | $78,852+26.1% | $76,768+29.5% | $75,289+32.1% |
| Participation rate | 98.0% | 85.0%+13.1pp | 77.0%+21.1pp | 72.4%+25.6pp |
| Annual return | -5.11% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $6,067 | $2,794+117.1% | $2,485+144.1% | $2,405+152.2% |
| Participant deferral / active EE | $5,606 | $4,800+16.8% | $3,852+45.5% | $3,739+49.9% |
| Admin fee / account holder | -$9 | $79-111.5% | $6,675-100.1% | $102-108.9% |