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 |
|---|---|---|
PROVENANCE WEALTH ADVISORS2 years Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 26 · EIN 65-0978008 200 E LAS OLAS BLVD · FT LAUDERDALE, FL 33301 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,797 | $62,127-2.1% | $81,382-25.3% | $74,495-18.4% |
| Participation rate | 85.0% | 64.0%+21.0pp | 69.5%+15.5pp | 67.2%+17.8pp |
| Annual return | 8.02% | 16.48%-8.5pp | 24.73%-16.7pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $1,829 | $1,882-2.8% | $2,463-25.7% | $2,623-30.3% |
| Participant deferral / active EE | $3,662 | $3,229+13.4% | $3,883-5.7% | $4,346-15.7% |
| Admin fee / account holder | $457 | $1,934-76.4% | $5,768-92.1% | $1,942-76.4% |