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 27 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $42,682 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $21,940 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,123 |
ASSOCIATED PENSION CONSULTANTS5+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $1,245 |
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 | $113,513 | $88,122+28.8% | $141,162-19.6% | $67,579+68.0% |
| Participation rate | 78.5% | 76.5%+2.1pp | 82.5%-3.9pp | 71.3%+7.3pp |
| Annual return | 58.32% | 75.40%-17.1pp | 71.39%-13.1pp | 378.56%-320.2pp |
| Employer contribution / active EE | $2,794 | $3,224-13.3% | $4,735-41.0% | $2,148+30.1% |
| Participant deferral / active EE | $8,709 | $5,958+46.2% | $6,709+29.8% | $3,539+146.1% |
| Admin fee / account holder | $252 | $131+92.6% | $10,261-97.5% | $142+77.1% |