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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC2 years Service code 27 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Plan) | $21,256 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,848 |
Filed as: SOUTEASTERN EMPLOYEE BENEFIT SERVIC Service code 13 · EIN 20-5923747 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Contract Administrator | $1,075 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $304 |
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.
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 | $75,044 | $99,957-24.9% | $149,696-49.9% | $73,488+2.1% |
| Participation rate | 71.7% | 75.7%-4.0pp | 82.5%-10.8pp | 70.7%+1.0pp |
| Annual return | 12.34% | 53.87%-41.5pp | 276.60%-264.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,681 | $3,191-47.3% | $4,644-63.8% | $2,270-25.9% |
| Participant deferral / active EE | $3,751 | $6,073-38.2% | $6,842-45.2% | $3,740+0.3% |
| Admin fee / account holder | $421 | $551-23.5% | $9,309-95.5% | $513-17.9% |