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 5-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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC1+ years Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $30,716 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,552 | $73,638-81.6% | $95,952-85.9% | $73,488-81.6% |
| Participation rate | 71.1% | 76.2%-5.1pp | 77.1%-6.0pp | 70.7%+0.4pp |
| Annual return | 10.79% | 16.78%-6.0pp | 91.61%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $173 | $1,863-90.7% | $2,541-93.2% | $2,270-92.4% |
| Participant deferral / active EE | $1,743 | $3,617-51.8% | $4,167-58.2% | $3,740-53.4% |
| Admin fee / account holder | $140 | $482-70.9% | $6,795-97.9% | $513-72.6% |