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) | $26,566 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,891 |
Filed as: WEYRICH, CRONIN & SORRA LLC Service code 10 1301 YORK RD STE 800 · LUTHERVILLE, MD 21093 | Accounting | $9,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $270 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,682 | $47,922+64.2% | $75,886+3.7% | $65,185+20.7% |
| Participation rate | 97.5% | 63.0%+34.5pp | 69.3%+28.2pp | 70.2%+27.3pp |
| Annual return | 18.67% | 24.12%-5.4pp | 30.76%-12.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,694 | $1,557+8.8% | $2,500-32.2% | $2,177-22.2% |
| Participant deferral / active EE | $4,364 | $2,550+71.1% | $3,603+21.1% | $3,514+24.2% |
| Admin fee / account holder | $310 | $532-41.7% | $5,418-94.3% | $847-63.4% |