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) | $31,499 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,046 |
WEYRICH, CRONIN & SORRA, LLC2 years 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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $485 |
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 | $95,472 | $55,636+71.6% | $81,983+16.5% | $73,488+29.9% |
| Participation rate | 97.3% | 62.3%+35.0pp | 69.2%+28.0pp | 70.7%+26.6pp |
| Annual return | 14.27% | 19.07%-4.8pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,943 | $1,625+19.6% | $2,498-22.2% | $2,270-14.4% |
| Participant deferral / active EE | $4,876 | $2,762+76.5% | $3,722+31.0% | $3,740+30.4% |
| Admin fee / account holder | $357 | $493-27.6% | $5,664-93.7% | $513-30.4% |