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 |
|---|---|---|
Service code 27 · EIN 59-6798909 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,142 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $9,349 |
EDWARD JONES1 year Service code 99 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Other Fees | $4,709 |
Service code 13 · EIN 72-1108038 113 OIL CENTER DR · LAFAYETTE, LA 705032441 | Contract Administrator | $2,724 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,318 | $66,302-21.1% | $110,238-52.5% | $56,287-7.1% |
| Participation rate | 81.7% | 74.9%+6.8pp | 79.8%+1.9pp | 69.9%+11.8pp |
| Annual return | -5.20% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $825 | $2,047-59.7% | $3,826-78.5% | $2,111-60.9% |
| Participant deferral / active EE | $2,706 | $3,381-20.0% | $4,672-42.1% | $3,350-19.2% |
| Admin fee / account holder | $152 | $698-78.2% | $8,547-98.2% | $521-70.8% |