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 9-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 TREASURY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $46,466 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,875 |
TSC 401K2 years Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $16,829 |
EIDE BAILLY LLP3 years Service code 99 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $14,357 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,859 | $49,915+15.9% | $154,803-62.6% | $74,304-22.1% |
| Participation rate | 93.5% | 54.0%+39.5pp | 78.1%+15.4pp | 60.3%+33.1pp |
| Annual return | 19.49% | 34.06%-14.6pp | 58.88%-39.4pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,889 | $1,611+79.3% | $4,305-32.9% | $2,241+28.9% |
| Participant deferral / active EE | $6,423 | $2,255+184.9% | $5,540+15.9% | $3,767+70.5% |
| Admin fee / account holder | $432 | $2,189-80.3% | $14,329-97.0% | $2,969-85.4% |