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 37 · EIN 04-2647786 | Loan Processing | $82,028 |
Service code 16 · EIN 46-3868027 | Consulting | $41,936 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | 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 | $56,088 | $156,529-64.2% | $93,606-40.1% | $82,204-31.8% |
| Participation rate | 97.9% | 86.5%+11.4pp | 75.8%+22.1pp | 73.4%+24.5pp |
| Annual return | 24.22% | 20.36%+3.9pp | 32.76%-8.5pp | 26.31%-2.1pp |
| Employer contribution / active EE | $4,532 | $4,800-5.6% | $2,718+66.7% | $2,707+67.4% |
| Participant deferral / active EE | $4,565 | $6,674-31.6% | $4,069+12.2% | $4,246+7.5% |
| Admin fee / account holder | $25 | $65-60.6% | $7,888-99.7% | $76-66.3% |