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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.
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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 |
|---|---|---|
AGW CAPITAL ADVISORS3 years Service code 27 511 W BAY STREET · TAMPA, FL 33606 | Advisory (Plan) | $38,655 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,135 |
CARR, RIGGS & INGRAM, LLC7 years Filed as: CARR RIGGS & INGRAM Service code 10 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $73 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,266 | $82,664+399.9% | $125,339+229.7% | $68,494+503.4% |
| Participation rate | 81.5% | 75.0%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -16.27% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,337 | $3,381+87.4% | $4,814+31.6% | $2,596+144.1% |
| Participant deferral / active EE | $3,986 | $6,110-34.8% | $7,446-46.5% | $4,027-1.0% |
| Admin fee / account holder | $2,078 | $6,275-66.9% | $10,010-79.2% | $5,403-61.5% |