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, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $14,100 |
Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $9,980 |
FIIOC8+ 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 | $84,106 | $72,254+16.4% | $86,677-3.0% | $64,808+29.8% |
| Participation rate | 83.2% | 80.4%+2.8pp | 76.6%+6.6pp | 71.5%+11.7pp |
| Annual return | -16.13% | 392.42%-408.6pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,192 | $2,393+33.4% | $2,836+12.5% | $2,506+27.4% |
| Participant deferral / active EE | $4,823 | $4,658+3.5% | $4,656+3.6% | $4,310+11.9% |
| Admin fee / account holder | $38 | $174-78.2% | $7,493-99.5% | $188-79.8% |