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 |
|---|---|---|
SAWGRASS ASSET MANAGEMENT3+ years Service code 28 · EIN 59-3488505 | Investment Management | $47,851 |
FLORIDA HEALTH ADMINISTRATORS1 year Service code 13 · EIN 65-0790004 | Contract Administrator | $31,558 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON + CO Service code 10 · EIN 65-0292391 | Accounting | $31,236 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC Service code 27 790 CLEVELAND AVENUE SOUTH STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $18,000 |
VENABLE LAW FIRM1 year Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824867 | Legal | $11,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $161,852-100.0% | $92,233-100.0% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 15.46% | 7.35%+8.1pp | 176.28%-160.8pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,679-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $0 | $7,254-100.0% | $5,194-100.0% | - |