Filed November 28, 2022
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 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $98,997 |
KEYBANK NATIONAL ASSOCIATION2 years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 28 · EIN 34-0797057 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Investment Management | $30,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,913 | $106,236-44.5% | $112,228-47.5% | $64,808-9.1% |
| Participation rate | 99.9% | 71.7%+28.2pp | 75.1%+24.8pp | 71.5%+28.4pp |
| Annual return | -0.17% | -6.02%+5.9pp | 27.45%-27.6pp | 32.82%-33.0pp |
| Employer contribution / active EE | $5,240 | $3,166+65.5% | $3,635+44.2% | $2,506+109.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $135 | $452-70.0% | $6,410-97.9% | $188-28.0% |