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 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $38,514 |
JULY BUSINESS SERVICES8+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $11,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,386 | $82,664+68.6% | $125,339+11.2% | $68,494+103.5% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+3.0pp | 67.9%+17.4pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,800 | $6,110+11.3% | $7,446-8.7% | $4,027+68.9% |
| Admin fee / account holder | $485 | $6,275-92.3% | $10,010-95.2% | $5,403-91.0% |