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 | $11,600 |
FIOCC2 years Service code 60 | Sub-TA Fees | $0 |
FIIOC4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,785 |
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 | $74,700 | $65,118+14.7% | $76,768-2.7% | $55,725+34.1% |
| Participation rate | 81.7% | 79.6%+2.1pp | 77.0%+4.8pp | 70.9%+10.9pp |
| Annual return | -5.70% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,352 | $1,941+21.2% | $2,485-5.4% | $2,078+13.2% |
| Participant deferral / active EE | $3,458 | $3,688-6.2% | $3,852-10.2% | $3,356+3.1% |
| Admin fee / account holder | $28 | $116-76.0% | $6,675-99.6% | $115-75.9% |