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 |
|---|---|---|
CERTIFIED ADVISORY CORP3+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $36,065 |
CERTIFIED BENEFITS CORP3+ years Service code 13 · EIN 59-3994091 111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $23,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,431 | $71,192+6.0% | $117,854-36.0% | $62,292+21.1% |
| Participation rate | 71.6% | 74.2%-2.6pp | 79.7%-8.0pp | 69.5%+2.1pp |
| Annual return | 19.18% | 18.66%+0.5pp | 335.08%-315.9pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,026 | $1,934-46.9% | $3,786-72.9% | $2,042-49.8% |
| Participant deferral / active EE | $1,828 | $3,189-42.7% | $4,482-59.2% | $3,169-42.3% |
| Admin fee / account holder | $354 | $587-39.7% | $8,020-95.6% | $479-26.1% |