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 |
|---|---|---|
CAPITAL CITY INVESTMENTS2 years Service code 26 1301 METROPOLITAN BOULEVARD · TALLAHASSEE, FL 32308 | Advisory (Participants) | $34,887 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICE LLC Service code 14 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $30,668 |
BPAS2 years Filed as: BPAS (TPA-GR) Service code 27 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $6,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,547 | $58,879+57.2% | $178,490-48.2% | $73,488+25.9% |
| Participation rate | 67.3% | 66.2%+1.1pp | 81.9%-14.6pp | 70.7%-3.3pp |
| Annual return | 9.15% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,153 | $2,236-3.7% | $5,011-57.0% | $2,270-5.2% |
| Participant deferral / active EE | $3,864 | $2,567+50.5% | $5,202-25.7% | $3,740+3.3% |
| Admin fee / account holder | $697 | $400+74.1% | $13,984-95.0% | $513+35.8% |