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, LLC4 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $12,600 |
FIIOC7+ years Service code 60 | Sub-TA Fees | $0 |
FIOCC5 years Service code 60 | Sub-TA Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,326 | $185,342-44.8% | $111,297-8.1% | $86,799+17.9% |
| Participation rate | 83.3% | 81.0%+2.3pp | 77.3%+5.9pp | 72.3%+11.0pp |
| Annual return | 13.81% | 500.80%-487.0pp | 54.65%-40.8pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,942 | $2,246+31.0% | $2,731+7.7% | $2,405+22.3% |
| Participant deferral / active EE | $4,403 | $4,458-1.2% | $4,487-1.9% | $4,131+6.6% |
| Admin fee / account holder | $23 | $255-90.8% | $7,964-99.7% | $170-86.2% |