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 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $32,163 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $109,296 | $66,310+64.8% | $93,606+16.8% | $65,185+67.7% |
| Participation rate | 96.7% | 74.0%+22.7pp | 75.8%+20.9pp | 70.2%+26.5pp |
| Annual return | 23.44% | 42.58%-19.1pp | 32.76%-9.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $718 | $2,012-64.3% | $2,718-73.6% | $2,177-67.0% |
| Participant deferral / active EE | $5,399 | $3,342+61.5% | $4,069+32.7% | $3,514+53.6% |
| Admin fee / account holder | $281 | $6,897-95.9% | $7,888-96.4% | $847-66.9% |