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 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $39,832 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 99 230 WEST ST STE 700 · COLUMBUS, OH 43215 | Other Fees | $4,583 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,345 |
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 | $172,292 | $87,870+96.1% | $113,168+52.2% | $74,304+131.9% |
| Participation rate | 98.0% | 70.7%+27.3pp | 76.6%+21.5pp | 60.3%+37.7pp |
| Annual return | 15.37% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,317 | $2,277+1.8% | $2,975-22.1% | $2,241+3.4% |
| Participant deferral / active EE | $2,841 | $4,241-33.0% | $5,107-44.4% | $3,767-24.6% |
| Admin fee / account holder | $375 | $3,368-88.9% | $12,068-96.9% | $2,969-87.4% |