Filed February 20, 2017 (most recent of 3 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 |
|---|---|---|
Filed as: FLORIDA RETIREMENT CONSULTANTS, LLC Service code 13 16703 EARLY RISER AVE · LAND O LAKES, FL 34638 | Contract Administrator | $2,685 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 06-0974148 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,161 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,840 | $52,406+2.7% | $129,207-58.3% | $74,495-27.7% |
| Participation rate | 73.2% | 53.8%+19.4pp | 69.6%+3.6pp | 67.2%+6.0pp |
| Annual return | 10.73% | 15.66%-4.9pp | 9417.33%-9406.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,748 | $1,531+14.2% | $4,153-57.9% | $2,623-33.4% |
| Participant deferral / active EE | $3,384 | $2,794+21.1% | $4,168-18.8% | $4,346-22.1% |
| Admin fee / account holder | $20 | $2,633-99.2% | $7,715-99.7% | $1,942-99.0% |