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 |
|---|---|---|
Filed as: SEASIDE NATIONAL BANK AND TRUST,INC Service code 99 201 S. ORANGE AVENUE · ORLANDO, FL 32801 | Other Fees | $60,295 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHRD RD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $21,379 |
EJREYNOLDS, INC.6+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $100,134 | $78,781+27.1% | $100,516-0.4% | $73,409+36.4% |
| Participation rate | 80.3% | 80.0%+0.3pp | 79.4%+0.9pp | 72.2%+8.2pp |
| Annual return | 18.27% | 31.69%-13.4pp | 30.89%-12.6pp | 59.29%-41.0pp |
| Employer contribution / active EE | $2,938 | $2,420+21.4% | $3,418-14.0% | $2,234+31.5% |
| Participant deferral / active EE | $7,112 | $6,537+8.8% | $6,270+13.4% | $3,805+86.9% |
| Admin fee / account holder | $66 | $145-54.8% | $8,081-99.2% | $158-58.4% |