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: RAYMOND JAMES & ASSOCIATES INC Service code 56 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Non-monetary compensation | $35,606 |
Filed as: THE PENSION CENTER OF FLORIDA INC Service code 13 · EIN 59-3560915 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Contract Administrator | $10,396 |
NATIONWIDE2 years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $5,589 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,854 | $95,762+26.2% | $379,746-68.2% | $79,858+51.3% |
| Participation rate | 72.5% | 74.0%-1.5pp | 78.4%-5.9pp | 69.6%+2.9pp |
| Annual return | 9.06% | 18.26%-9.2pp | 34.90%-25.8pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,297 | $2,695-14.8% | $3,540-35.1% | $2,471-7.0% |
| Participant deferral / active EE | $5,407 | $4,705+14.9% | $6,024-10.2% | $3,740+44.6% |
| Admin fee / account holder | $0 | $6,745-100.0% | $7,927-100.0% | $5,306-100.0% |