See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $11,155 |
Service code 13 2 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $10,675 |
Filed as: RAYMOND JAMES Service code 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $6,089 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $3,095 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $69,003 | $73,638-6.3% | $95,952-28.1% | $73,488-6.1% |
| Participation rate | 87.2% | 76.2%+11.0pp | 77.1%+10.1pp | 70.7%+16.5pp |
| Annual return | 13.66% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,699 | $1,863-8.8% | $2,541-33.1% | $2,270-25.2% |
| Participant deferral / active EE | $3,858 | $3,617+6.7% | $4,167-7.4% | $3,740+3.2% |
| Admin fee / account holder | $80 | $482-83.5% | $6,795-98.8% | $513-84.5% |