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 |
|---|---|---|
Service code 26 2729 S.R. 580 SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $22,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,145 |
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 | $65,294 | $46,173+41.4% | $170,442-61.7% | $69,631-6.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 83.6%+12.7pp | 70.7%+25.6pp |
| Annual return | 17.50% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,329 | $1,610+44.7% | $5,433-57.1% | $2,032+14.6% |
| Participant deferral / active EE | $3,475 | $2,080+67.0% | $4,939-29.7% | $3,224+7.8% |
| Admin fee / account holder | $45 | $116-61.2% | $13,880-99.7% | $110-59.3% |