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 |
|---|---|---|
WATER OAK ADVISORS1 year Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $18,024 |
Filed as: GREAT-WEST LIFE & ANNUITY IN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,283 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,806 | $150,440+46.1% | $136,294+61.3% | $147,584+48.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,225 | $5,256-57.7% | $4,695-52.6% | $4,876-54.4% |
| Participant deferral / active EE | $3,729 | $6,630-43.8% | $6,247-40.3% | $5,439-31.4% |
| Admin fee / account holder | $163,409 | $10,905+1398.4% | $9,243+1667.9% | $10,885+1401.2% |