See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 72-1396621 14101 PANAMA CITY BEACH PARKWAY · PANAMA CITY BEACH, FL 32413 | Accounting | $11,000 |
Filed as: FIDELITY INVESTEMNTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS · COVINGTON, KY 41015 | Loan Processing | $9,916 |
INFINEX INVESTMENTS INC1 year Service code 27 · EIN 06-1367288 BANCORPSOUTH WEALTH MANAGEMENT · PANAMA CITY, FL 32405 | Advisory (Plan) | $4,506 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 SERVICES · PANAMA CITY, FL 32405 | Advisory (Plan) | $4,129 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,573 | $91,190-16.0% | $178,490-57.1% | $79,858-4.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.73% | 24.19%-8.5pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $7,117 | $3,256+118.6% | $5,011+42.0% | $2,471+188.1% |
| Participant deferral / active EE | $3,297 | $3,236+1.9% | $5,202-36.6% | $3,740-11.8% |
| Admin fee / account holder | $240 | $6,751-96.4% | $13,984-98.3% | $5,306-95.5% |