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 | $421,879 |
Service code 16 · EIN 46-3868027 | Consulting | $34,368 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
Filed as: SMITH GAMBREL & RUSSELL, LLP Service code 16 · EIN 58-0967450 | Consulting | $11,006 |
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 | $66,069 | $146,341-54.9% | $98,907-33.2% | $93,223-29.1% |
| Participation rate | 96.7% | 89.3%+7.4pp | 76.0%+20.7pp | 74.9%+21.8pp |
| Annual return | 22.53% | 16.85%+5.7pp | 196.43%-173.9pp | 19.29%+3.2pp |
| Employer contribution / active EE | $1,962 | $4,823-59.3% | $2,689-27.0% | $2,680-26.8% |
| Participant deferral / active EE | $4,803 | $7,126-32.6% | $4,244+13.2% | $4,563+5.3% |
| Admin fee / account holder | $65 | $63+3.8% | $6,642-99.0% | $79-17.7% |