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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.
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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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $27,194 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,373 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,136 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,127 | $33,826-46.4% | $88,538-79.5% | $67,579-73.2% |
| Participation rate | 90.5% | 64.6%+25.9pp | 68.7%+21.8pp | 71.3%+19.2pp |
| Annual return | 20.79% | 68.24%-47.4pp | 43.64%-22.8pp | 378.56%-357.8pp |
| Employer contribution / active EE | $0 | $1,232-100.0% | $2,098-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,786 | $2,089-14.5% | $2,914-38.7% | $3,539-49.5% |
| Admin fee / account holder | $48 | $134-64.2% | $4,310-98.9% | $142-66.4% |