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) | $37,147 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,935 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,649 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,865 | $99,957-47.1% | $149,696-64.7% | $73,488-28.1% |
| Participation rate | 81.7% | 75.7%+6.0pp | 82.5%-0.8pp | 70.7%+11.0pp |
| Annual return | 17.84% | 53.87%-36.0pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $3,136 | $3,191-1.7% | $4,644-32.5% | $2,270+38.1% |
| Participant deferral / active EE | $5,033 | $6,073-17.1% | $6,842-26.4% | $3,740+34.6% |
| Admin fee / account holder | $349 | $551-36.7% | $9,309-96.3% | $513-32.0% |