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 |
|---|---|---|
Filed as: FIDUCIARY FIRST Service code 26 1060 MAITLAND CENTER · MAITLAND, FL 32751 | Advisory (Participants) | $23,349 |
FLORIDA RETIREMENT CONSULTANTS4+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $5,694 |
PSI ADVISORS LLC1 year Service code 26 13059 W LINEBAUGH AVE · TAMPA, FL 33634 | Advisory (Participants) | $4,134 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,889 | $55,449-37.1% | $83,848-58.4% | $56,287-38.0% |
| Participation rate | 65.4% | 68.0%-2.6pp | 76.1%-10.7pp | 69.9%-4.4pp |
| Annual return | -8.48% | -1.38%-7.1pp | 850.88%-859.4pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,164 | $2,430-52.1% | $3,631-68.0% | $2,111-44.9% |
| Participant deferral / active EE | $3,026 | $2,935+3.1% | $4,082-25.9% | $3,350-9.7% |
| Admin fee / account holder | $332 | $656-49.4% | $5,478-93.9% | $521-36.3% |