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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $35,769 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,510 | $58,655+13.4% | $91,989-27.7% | $65,185+2.0% |
| Participation rate | 65.0% | 75.3%-10.3pp | 78.6%-13.6pp | 70.2%-5.2pp |
| Annual return | 20.39% | 33.92%-13.5pp | 69.02%-48.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,729 | $2,080-16.9% | $3,452-49.9% | $2,177-20.6% |
| Participant deferral / active EE | $4,776 | $5,474-12.8% | $5,923-19.4% | $3,514+35.9% |
| Admin fee / account holder | $235 | $434-46.0% | $7,743-97.0% | $847-72.3% |