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 CORP6+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $38,330 |
CERTIFIED BENEFITS CORP6+ years Service code 13 · EIN 59-3994091 111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $25,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,380 | $81,474+15.8% | $133,956-29.5% | $73,488+28.4% |
| Participation rate | 77.0% | 76.4%+0.6pp | 79.8%-2.8pp | 70.7%+6.3pp |
| Annual return | 14.66% | 19.40%-4.7pp | 45.09%-30.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,186 | $2,209-46.3% | $3,919-69.7% | $2,270-47.7% |
| Participant deferral / active EE | $2,367 | $3,786-37.5% | $5,048-53.1% | $3,740-36.7% |
| Admin fee / account holder | $358 | $713-49.8% | $8,927-96.0% | $513-30.2% |