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 |
|---|---|---|
Filed as: THE PENSION CENTER OF FLORIDA INC Service code 13 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Contract Administrator | $18,694 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,739 |
WARREN AVERETT, LLC5+ years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $7,950 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 56 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Non-monetary compensation | $2,489 |
NATIONWIDE1 year Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLZAZ · COLUMBUS, OH 43215 | Recordkeeping Fees | $620 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,129 | $91,019+22.1% | $392,568-71.7% | $72,985+52.3% |
| Participation rate | 74.0% | 74.4%-0.4pp | 78.1%-4.1pp | 69.5%+4.5pp |
| Annual return | 11.16% | 20.00%-8.8pp | 24.42%-13.3pp | 81.00%-69.8pp |
| Employer contribution / active EE | $2,121 | $2,751-22.9% | $3,783-43.9% | $2,440-13.1% |
| Participant deferral / active EE | $4,893 | $4,570+7.1% | $5,985-18.2% | $3,607+35.7% |
| Admin fee / account holder | $0 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |