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 |
|---|---|---|
SEAN MEAD2 years Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Plan) | $114,025 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,553 | $102,204+27.7% | $145,661-10.4% | $85,563+52.6% |
| Participation rate | 94.9% | 70.6%+24.4pp | 77.2%+17.7pp | 66.0%+29.0pp |
| Annual return | 15.41% | 16.68%-1.3pp | 101.46%-86.0pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,218 | $3,600-10.6% | $4,238-24.1% | $2,654+21.3% |
| Participant deferral / active EE | $11,185 | $5,729+95.2% | $7,198+55.4% | $4,375+155.6% |
| Admin fee / account holder | $371 | $647-42.6% | $12,466-97.0% | $834-55.5% |