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 9-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 |
|---|---|---|
Filed as: HUB INTERNATIONAL Service code 27 PO BOX 1027 · CLEARWATER, FL 33757 | Advisory (Plan) | $70,000 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,590 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $9,074 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $4,430 |
FLORIDA RETIREMENT CONSULTANTS4+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $1,645 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,362 | $89,652-22.6% | $141,162-50.9% | $65,185+6.4% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.5%+2.4pp | 70.2%+14.6pp |
| Annual return | 25.61% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,386 | $3,065-22.2% | $4,735-49.6% | $2,177+9.6% |
| Participant deferral / active EE | $5,755 | $5,691+1.1% | $6,709-14.2% | $3,514+63.8% |
| Admin fee / account holder | $264 | $569-53.5% | $10,261-97.4% | $847-68.8% |