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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.
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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 | $11,522 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 SERVICES · PANAMA CITY, FL 32405 | Advisory (Plan) | $11,392 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 14101 PANAMA CITY BEACH PARKWAY · PANAMA CITY BEACH, FL 32413 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,091 | $73,867+22.0% | $143,757-37.3% | $68,494+31.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -27.97% | 1.01%-29.0pp | -0.04%-27.9pp | -7.84%-20.1pp |
| Employer contribution / active EE | $9,833 | $3,184+208.8% | $4,951+98.6% | $2,596+278.7% |
| Participant deferral / active EE | $4,367 | $3,384+29.0% | $5,637-22.5% | $4,027+8.4% |
| Admin fee / account holder | $412 | $5,755-92.8% | $14,673-97.2% | $5,403-92.4% |