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 8-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 LLC Service code 15 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $23,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,877 | $66,310-51.9% | $93,606-65.9% | $65,185-51.1% |
| Participation rate | 63.7% | 74.0%-10.3pp | 75.8%-12.1pp | 70.2%-6.5pp |
| Annual return | 24.00% | 42.58%-18.6pp | 32.76%-8.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $386 | $2,012-80.8% | $2,718-85.8% | $2,177-82.3% |
| Participant deferral / active EE | $2,050 | $3,342-38.6% | $4,069-49.6% | $3,514-41.6% |
| Admin fee / account holder | $49 | $6,897-99.3% | $7,888-99.4% | $847-94.2% |