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 | $507,632 |
Service code 16 · EIN 46-3868027 | Consulting | $40,825 |
WARREN AVERETT, LLC5 years Service code 16 · EIN 45-4084437 | Consulting | $15,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $60,665 | $125,029-51.5% | $90,749-33.2% | $78,044-22.3% |
| Participation rate | 93.9% | 93.0%+1.0pp | 75.7%+18.2pp | 74.4%+19.5pp |
| Annual return | -16.18% | -14.80%-1.4pp | -12.16%-4.0pp | 10.87%-27.0pp |
| Employer contribution / active EE | $3,124 | $4,916-36.4% | $2,921+7.0% | $3,1250% |
| Participant deferral / active EE | $5,079 | $7,684-33.9% | $4,564+11.3% | $5,084-0.1% |
| Admin fee / account holder | $75 | $56+34.2% | $8,445-99.1% | $79-5.2% |