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 6-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, LLC2+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 | Recordkeeping | $43,909 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK & PINKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $7,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,377 | $60,165-56.2% | $74,183-64.4% | $55,167-52.2% |
| Participation rate | 86.7% | 74.2%+12.5pp | 76.6%+10.0pp | 69.0%+17.7pp |
| Annual return | 3.80% | 10.00%-6.2pp | 17.74%-13.9pp | 169.23%-165.4pp |
| Employer contribution / active EE | $856 | $1,600-46.5% | $2,370-63.9% | $1,963-56.4% |
| Participant deferral / active EE | $1,741 | $2,973-41.4% | $3,550-51.0% | $3,054-43.0% |
| Admin fee / account holder | $278 | $419-33.6% | $5,586-95.0% | $504-44.8% |