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 · EIN 45-3834091 698 N MAITLAND AVENUE · MAITLAND, FL 32751 | Advisory (Plan) | $19,221 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,262 | $55,214-57.9% | $104,607-77.8% | $73,488-68.3% |
| Participation rate | 85.4% | 67.8%+17.6pp | 74.1%+11.4pp | 70.7%+14.8pp |
| Annual return | 14.83% | 24.79%-10.0pp | 340.46%-325.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,067 | $1,468-27.3% | $2,681-60.2% | $2,270-53.0% |
| Participant deferral / active EE | $3,165 | $2,925+8.2% | $3,740-15.4% | $3,740-15.4% |
| Admin fee / account holder | $160 | $424-62.3% | $6,473-97.5% | $513-68.8% |