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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 |
|---|---|---|
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Custodial (other than securities); Cl... | $18,331 |
FORTUNE 360 GROUP, LLC5 years Service code 26 8211 W BROWARD BLVD, SUITE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $17,550 |
EFFICIENT MARKET ADVISORS, LLC6+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $8,568 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,645 | $61,052-62.9% | $142,863-84.1% | $79,386-71.5% |
| Participation rate | 89.1% | 60.1%+29.0pp | 71.9%+17.2pp | 70.7%+18.4pp |
| Annual return | 12.11% | 16.02%-3.9pp | 5637.54%-5625.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,722 | $1,481+16.3% | $4,144-58.4% | $2,427-29.1% |
| Participant deferral / active EE | $2,277 | $2,879-20.9% | $3,837-40.7% | $4,046-43.7% |
| Admin fee / account holder | $192 | $659-70.9% | $6,560-97.1% | $626-69.4% |