Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,960 |
WISS & COMPANY, LLP4 years Service code 10 100 CAMPUS DR STE 400 · FLORHAM PARK, NJ 07932 | Accounting | $6,750 |
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 | $103,963 | $59,101+75.9% | $77,163+34.7% | $75,163+38.3% |
| Participation rate | 93.8% | 63.9%+29.9pp | 69.6%+24.2pp | 67.2%+26.6pp |
| Annual return | 17.59% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,285 | $1,995+64.7% | $2,535+29.6% | $2,670+23.1% |
| Participant deferral / active EE | $9,233 | $2,999+207.8% | $3,833+140.9% | $4,125+123.8% |
| Admin fee / account holder | $362 | $4,774-92.4% | $5,472-93.4% | $5,651-93.6% |