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 |
|---|---|---|
THOMAS HOWELL FERGUSON PA2 years Service code 13 2615 CENTENNIAL BLVD. STE 200 · TALLAHASSEE, FL 32308 | Contract Administrator | $2,978 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $506 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $291 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,159 | $77,813-62.5% | $123,544-76.4% | $64,186-54.6% |
| Participation rate | 87.1% | 74.7%+12.3pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -6.39% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $276 | $3,014-90.9% | $4,628-94.0% | $2,381-88.4% |
| Participant deferral / active EE | $4,254 | $5,240-18.8% | $6,426-33.8% | $3,470+22.6% |
| Admin fee / account holder | $8 | $5,519-99.9% | $9,284-99.9% | $4,888-99.8% |