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 CORP4+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $37,749 |
CERTIFIED BENEFITS CORP4+ years Service code 13 · EIN 59-3994091 111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $26,392 |
VESTAL & WILER CPAS1 year Filed as: VESTAL & WILER, CPA'S Service code 10 · EIN 59-3198021 201 E. PINE STREET, SUITE 801 · ORLANDO, FL 32801 | Accounting | $5,312 |
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 | $73,956 | $66,302+11.5% | $110,238-32.9% | $56,287+31.4% |
| Participation rate | 71.4% | 74.9%-3.6pp | 79.8%-8.5pp | 69.9%+1.5pp |
| Annual return | -5.91% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $979 | $2,047-52.2% | $3,826-74.4% | $2,111-53.6% |
| Participant deferral / active EE | $2,029 | $3,381-40.0% | $4,672-56.6% | $3,350-39.4% |
| Admin fee / account holder | $423 | $698-39.4% | $8,547-95.0% | $521-18.7% |