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 |
|---|---|---|
Filed as: FIDELITY INVESTEMNTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS · COVINGTON, KY 41015 | Loan Processing | $7,943 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 SERVICES · PANAMA CITY, FL 32405 | Advisory (Plan) | $7,513 |
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 | $62,774 | $85,202-26.3% | $172,739-63.7% | $72,985-14.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.72% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $6,231 | $3,324+87.4% | $5,143+21.2% | $2,440+155.4% |
| Participant deferral / active EE | $2,808 | $3,260-13.9% | $5,198-46.0% | $3,607-22.2% |
| Admin fee / account holder | $138 | $5,884-97.7% | $13,954-99.0% | $5,124-97.3% |