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 5-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 |
|---|---|---|
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER GACOM Service code 26 301 YAMATO RD #3151 · BOCA RATON, FL 33431 | Advisory (Participants) | $28,592 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $13,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,840 | $98,727-59.6% | $113,168-64.8% | $85,563-53.4% |
| Participation rate | 48.5% | 80.8%-32.3pp | 76.6%-28.0pp | 66.0%-17.4pp |
| Annual return | 15.89% | 17.43%-1.5pp | 24.27%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,440 | $2,907-50.5% | $2,975-51.6% | $2,654-45.7% |
| Participant deferral / active EE | $2,939 | $5,424-45.8% | $5,107-42.5% | $4,375-32.8% |
| Admin fee / account holder | $253 | $357-29.1% | $12,068-97.9% | $834-69.7% |