Filed August 22, 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 |
|---|---|---|
WATER OAK ADVISORS1+ years Service code 27 PO BOX 4968 · ORLANDO, FL 328024968 | Advisory (Plan) | $43,491 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,772 |
CROSS FINANCIAL SERVICES1+ years Filed as: CROSS FERNANDEZ AND RILEY, LLP Service code 10 201 S ORANGE AVE, SUITE 800 · ORLANDO, FL 32801 | Accounting | $7,035 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,039 | $72,177-32.1% | $115,037-57.4% | $59,632-17.8% |
| Participation rate | 91.4% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | -1.67% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $36 | $2,841-98.7% | $4,608-99.2% | $2,203-98.4% |
| Participant deferral / active EE | $5,408 | $4,783+13.1% | $6,026-10.3% | $3,192+69.5% |
| Admin fee / account holder | $557 | $4,927-88.7% | $8,175-93.2% | $4,297-87.0% |