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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $25,099 |
REID, SAHM, ISAACS & SCHMELZLEN1 year Filed as: REID, SAHM, ISAACS & SCHMELZLEN LLP Service code 10 7777 ALVARADO RD STE 403 · LA MESA, CA 91942 | Accounting | $5,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,477 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $594 |
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 | $104,761 | $59,186+77.0% | $76,768+36.5% | $56,287+86.1% |
| Participation rate | 81.9% | 75.2%+6.7pp | 77.0%+4.9pp | 69.9%+12.0pp |
| Annual return | -3.20% | 6.62%-9.8pp | 2.43%-5.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,449 | $1,759+39.3% | $2,485-1.4% | $2,111+16.0% |
| Participant deferral / active EE | $8,491 | $3,255+160.9% | $3,852+120.5% | $3,350+153.5% |
| Admin fee / account holder | $185 | $489-62.2% | $6,675-97.2% | $521-64.6% |