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 55 PO BOX 12749 · ST PETERSBURG, FL 33733 | Other Commissions | $11,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,667 | $80,177-73.0% | $123,892-82.5% | $57,658-62.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 81.4%+10.3pp | 70.2%+21.5pp |
| Annual return | 24.93% | 17.90%+7.0pp | 47.52%-22.6pp | 5.13%+19.8pp |
| Employer contribution / active EE | $1,561 | $2,913-46.4% | $4,617-66.2% | $1,974-20.9% |
| Participant deferral / active EE | $5,247 | $5,130+2.3% | $5,984-12.3% | $3,061+71.4% |
| Admin fee / account holder | $6 | $106-93.9% | $8,357-99.9% | $95-93.2% |