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 ADVISORS3 years Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $15,666 |
Filed as: GREAT-WEST LIFE & ANNUITY IN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,277 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,227 |
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 | $182,092 | $89,355+103.8% | $141,162+29.0% | $72,985+149.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.58% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $9,788 | $3,114+214.3% | $4,735+106.7% | $2,440+301.2% |
| Participant deferral / active EE | $3,860 | $5,418-28.8% | $6,709-42.5% | $3,607+7.0% |
| Admin fee / account holder | $5,429 | $5,958-8.9% | $10,261-47.1% | $5,124+5.9% |