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 |
|---|---|---|
PFG5 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $39,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $134,789 | $105,181+28.1% | $159,436-15.5% | $85,850+57.0% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.8%-13.4pp | 69.3%+0.1pp |
| Annual return | 14.29% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,516 | $3,318+6.0% | $4,829-27.2% | $2,565+37.1% |
| Participant deferral / active EE | $7,430 | $5,945+25.0% | $7,352+1.1% | $3,952+88.0% |
| Admin fee / account holder | $277 | $6,933-96.0% | $10,799-97.4% | $6,260-95.6% |