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 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: THE PENSION CENTER OF FLORIDA Service code 10 · EIN 59-3560915 | Accounting | $0 |
TRIAD ADVISORS INC2 years Filed as: TRIAD INSURANCE INC. Service code 26 3500 PARKWAY LN. · NORCROSS, GA 30092 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,414 | $37,393+109.7% | $77,024+1.8% | $66,914+17.2% |
| Participation rate | 75.1% | 52.9%+22.2pp | 67.9%+7.2pp | 69.8%+5.3pp |
| Annual return | -4.23% | -3.29%-0.9pp | 42.32%-46.5pp | 1.58%-5.8pp |
| Employer contribution / active EE | $2,745 | $1,531+79.3% | $2,812-2.4% | $2,544+7.9% |
| Participant deferral / active EE | $6,409 | $2,617+144.9% | $4,426+44.8% | $4,237+51.3% |
| Admin fee / account holder | $380 | $567-33.0% | $5,425-93.0% | $593-36.0% |