Filed October 21, 2011 (most recent of 5 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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $539,244 |
Service code 16 · EIN 46-3868027 | Consulting | $59,791 |
WARREN AVERETT, LLC6 years Service code 16 · EIN 45-4084437 | Consulting | $15,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,140 | $136,310-29.5% | $98,439-2.3% | $103,482-7.1% |
| Participation rate | 94.7% | 89.2%+5.5pp | 75.2%+19.6pp | 73.3%+21.5pp |
| Annual return | 20.94% | 19.67%+1.3pp | 21.16%-0.2pp | 33.11%-12.2pp |
| Employer contribution / active EE | $6,578 | $4,714+39.6% | $3,048+115.8% | $3,208+105.1% |
| Participant deferral / active EE | $6,918 | $7,358-6.0% | $4,738+46.0% | $5,207+32.9% |
| Admin fee / account holder | $57 | $76-25.2% | $8,948-99.4% | $114-50.1% |