See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARLOS ANDRADE2 years Filed as: CARLOS A MCCAIN Service code 53 10552 PLANTATION BAY DR · TAMPA, FL 33647 | Insurance Commissions | $11,743 |
Filed as: DYATECH, LLC Service code 15 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,955 | $65,592-23.8% | $90,160-44.6% | $69,631-28.3% |
| Participation rate | 10.9% | 77.6%-66.7pp | 76.9%-65.9pp | 70.7%-59.8pp |
| Annual return | 19.79% | 57.10%-37.3pp | 34.88%-15.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $665 | $5,257-87.4% | $5,288-87.4% | $3,224-79.4% |
| Admin fee / account holder | $20 | $86-76.5% | $5,943-99.7% | $110-81.8% |