Filed November 25, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN OF FLORIDA INC Service code 16 17757 US HWY 19 NORTH STE 660 · CLEARWATER, FL 33764 | Consulting | $17,440 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,326 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,012 | $37,117+18.6% | $147,614-70.2% | $55,191-20.3% |
| Participation rate | 40.7% | 63.6%-22.9pp | 84.6%-43.9pp | 69.2%-28.4pp |
| Annual return | -1.10% | 3.44%-4.5pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,053 | $1,620-35.0% | $5,564-81.1% | $1,899-44.6% |
| Participant deferral / active EE | $1,760 | $1,985-11.4% | $4,895-64.0% | $3,046-42.2% |
| Admin fee / account holder | $182 | $86+113.3% | $11,611-98.4% | $91+101.0% |