See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC4 years Service code 99 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Other Fees | $38,625 |
Service code 99 · EIN 26-4311657 | Other Fees | $6,261 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,841 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $5,841 |
MURFEE MEADOWS, INC.6+ years Service code 99 · EIN 63-1086621 120 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223 | Other Fees | $2,500 |
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 | $97,877 | $92,303+6.0% | $152,466-35.8% | $86,799+12.8% |
| Participation rate | 93.4% | 81.1%+12.4pp | 78.2%+15.2pp | 72.3%+21.1pp |
| Annual return | 34.97% | 531.69%-496.7pp | 757.33%-722.4pp | 97.91%-62.9pp |
| Employer contribution / active EE | $3,009 | $3,748-19.7% | $4,327-30.5% | $2,405+25.1% |
| Participant deferral / active EE | $4,741 | $5,599-15.3% | $5,820-18.5% | $4,131+14.8% |
| Admin fee / account holder | $135 | $150-10.1% | $15,805-99.1% | $170-20.6% |