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 55 PO BOX 12749 · ST PETERSBURG, FL 33733 | Other Commissions | $22,852 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $8,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,363 | $64,348+56.0% | $90,160+11.3% | $70,131+43.1% |
| Participation rate | 83.9% | 70.4%+13.4pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 22.49% | 28.13%-5.6pp | 34.88%-12.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,858 | $4,389+170.2% | $5,288+124.3% | $3,332+255.9% |
| Admin fee / account holder | $64 | $3,944-98.4% | $5,943-98.9% | $4,645-98.6% |