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 9-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 DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $28,679 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,594 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,729 | $89,652-41.2% | $141,162-62.6% | $65,185-19.1% |
| Participation rate | 76.1% | 74.7%+1.4pp | 82.5%-6.4pp | 70.2%+5.9pp |
| Annual return | 21.05% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,935 | $3,065-4.2% | $4,735-38.0% | $2,177+34.8% |
| Participant deferral / active EE | $4,878 | $5,691-14.3% | $6,709-27.3% | $3,514+38.8% |
| Admin fee / account holder | $378 | $569-33.4% | $10,261-96.3% | $847-55.3% |