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 |
|---|---|---|
FARR LAW FIRM5+ years Service code 29 · EIN 59-2499343 99 NESBITT STREET · PUNTA GORDA, FL 33950 | Legal | $0 |
GREGORY, SHARER & STUART, PA3 years Service code 10 · EIN 59-1850025 100 SECOND AVENUE SOUTH · ST. PETERSBURG, FL 33701 | Accounting | $0 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN Service code 34 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Valuation (appraisals, etc.); Direct ... | $0 |
Filed as: SHUMAKER LOOP AND KENDRICK LLP Service code 29 · EIN 34-4439491 101 EAST KENNEDY BOULEVARD · TAMPBA, FL 33602 | Legal | $0 |
Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $0 |
URBACH LAW GROUP5+ years Filed as: URBACH LAW GROUP, INC. Service code 24 · EIN 26-3467266 1625 FELCH AVENUE · JACKSONVILLE, FL 32207 | Discretionary Trustee | $0 |
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 | $107,602 | $65,365+64.6% | $92,893+15.8% | $72,985+47.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -7.93% | 42.10%-50.0pp | 109.41%-117.3pp | 81.00%-88.9pp |
| Employer contribution / active EE | $5,268 | $2,594+103.1% | $3,653+44.2% | $2,440+115.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |