Filed September 23, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,168 |
Filed as: ADCOCK FINANCIAL GROUP Service code 27 311 W. FLETCHER AVENUE · TAMPA, FL 33612 | Advisory (Plan) | $38,368 |
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 | $81,770 | $81,537+0.3% | $149,718-45.4% | $69,631+17.4% |
| Participation rate | 87.1% | 86.1%+1.0pp | 87.1%+0.1pp | 70.7%+16.4pp |
| Annual return | 19.42% | 22.79%-3.4pp | 1501.63%-1482.2pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,523 | $3,239-53.0% | $5,445-72.0% | $2,032-25.1% |
| Participant deferral / active EE | $7,164 | $4,994+43.4% | $6,569+9.1% | $3,224+122.2% |
| Admin fee / account holder | $129 | $107+20.6% | $11,283-98.9% | $110+16.7% |