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 8-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 |
|---|---|---|
WATER OAK ADVISORS3+ years Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $36,555 |
CARPENTER MORSE GROUP3+ years Service code 13 2170 W STATE RD 434 STE 280 · LONGWOOD, FL 32779 | Contract Administrator | $13,200 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,914 | $56,972-1.9% | $182,532-69.4% | $65,185-14.2% |
| Participation rate | 94.7% | 66.5%+28.2pp | 78.0%+16.8pp | 70.2%+24.5pp |
| Annual return | 17.33% | 27.67%-10.3pp | 148.54%-131.2pp | 29.38%-12.1pp |
| Employer contribution / active EE | $2,331 | $1,615+44.3% | $4,076-42.8% | $2,177+7.1% |
| Participant deferral / active EE | $4,909 | $3,526+39.2% | $5,524-11.1% | $3,514+39.7% |
| Admin fee / account holder | $145 | $528-72.5% | $8,592-98.3% | $847-82.8% |