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 |
|---|---|---|
COHEN & STEERS2 years Filed as: THE COHEN AND CLINTON GROUP Service code 26 819 SW FEDERAL HIGHWAY · STUART, FL 34994 | Advisory (Participants) | $18,517 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 25 309 S.E. OSCEOLA STREET · STUART, FL 34994 | Directed Trustee | $8,380 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $7,478 |
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 | $125,391 | $58,879+113.0% | $178,490-29.7% | $73,488+70.6% |
| Participation rate | 60.1% | 66.2%-6.1pp | 81.9%-21.8pp | 70.7%-10.6pp |
| Annual return | 16.19% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,878 | $2,236-16.0% | $5,011-62.5% | $2,270-17.3% |
| Participant deferral / active EE | $4,060 | $2,567+58.1% | $5,202-21.9% | $3,740+8.6% |
| Admin fee / account holder | $265 | $400-33.8% | $13,984-98.1% | $513-48.4% |