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 9-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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $17,225 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,244 |
SOUTHERN PENSION SERVICES5 years Service code 13 2707 W AZEELE ST., SUITE 200 · TAMPA, FL 33609 | Contract Administrator | $6,985 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,179 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,952 | $79,171-81.1% | $102,423-85.4% | $74,495-79.9% |
| Participation rate | 94.0% | 74.8%+19.2pp | 76.5%+17.5pp | 67.2%+26.8pp |
| Annual return | 18.23% | 54.93%-36.7pp | 29.32%-11.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $400 | $2,362-83.1% | $3,023-86.8% | $2,623-84.8% |
| Participant deferral / active EE | $2,285 | $4,415-48.2% | $5,053-54.8% | $4,346-47.4% |
| Admin fee / account holder | $195 | $2,001-90.3% | $9,451-97.9% | $1,942-90.0% |