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 16 · EIN 46-3868027 | Consulting | $39,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,471 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $41,779 | $106,649-60.8% | $80,019-47.8% | $68,904-39.4% |
| Participation rate | 96.6% | 88.1%+8.5pp | 75.8%+20.8pp | 74.1%+22.5pp |
| Annual return | 3.26% | -0.87%+4.1pp | 11.22%-8.0pp | 1.07%+2.2pp |
| Employer contribution / active EE | $2,505 | $4,132-39.4% | $2,468+1.5% | $2,540-1.4% |
| Participant deferral / active EE | $4,057 | $6,395-36.6% | $3,686+10.1% | $4,015+1.0% |
| Admin fee / account holder | $12 | $58-80.1% | $6,521-99.8% | $71-83.8% |