Filed August 8, 2018
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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.
See the 7-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 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $27,198 |
Service code 27 100 SOUTH ASHLEY DRIVE, SUITE 620 · TAMPA, FL 33602 | Advisory (Plan) | $22,802 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,782 | $99,078+45.1% | $96,544+48.9% | $74,419+93.2% |
| Participation rate | 85.3% | 80.7%+4.6pp | 76.0%+9.3pp | 70.7%+14.5pp |
| Annual return | -21.08% | 22.48%-43.6pp | 25.84%-46.9pp | 34.38%-55.5pp |
| Employer contribution / active EE | $6,515 | $2,570+153.5% | $2,965+119.7% | $2,637+147.0% |
| Participant deferral / active EE | $15,584 | $4,933+215.9% | $4,851+221.3% | $4,528+244.2% |
| Admin fee / account holder | $80 | $225-64.6% | $8,252-99.0% | $348-77.1% |