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 Service code 10 · EIN 45-4084437 | Accounting | $19,150 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $9,220 |
FHIS2 years Service code 55 | Other Commissions | $0 |
FIIOC10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,608 | $88,890+28.9% | $102,423+11.9% | $77,643+47.6% |
| Participation rate | 71.7% | 80.9%-9.2pp | 76.5%-4.7pp | 70.6%+1.2pp |
| Annual return | 13.17% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,624 | $2,698+34.3% | $3,023+19.9% | $2,726+33.0% |
| Participant deferral / active EE | $5,732 | $5,145+11.4% | $5,053+13.4% | $4,647+23.3% |
| Admin fee / account holder | $35 | $235-85.2% | $9,451-99.6% | $430-91.9% |