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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,207 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,401 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $2,210 |
PROFESSIONAL BENEFIT SERVICES5+ years Service code 13 1193 ROYVONNE AVE ST STE22 · SALEM, OR 97302 | Contract Administrator | $255 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,151 | $54,237-75.8% | $90,281-85.4% | $67,579-80.5% |
| Participation rate | 77.1% | 68.6%+8.5pp | 73.3%+3.8pp | 71.3%+5.8pp |
| Annual return | 23.15% | 37.27%-14.1pp | 78.10%-54.9pp | 378.56%-355.4pp |
| Employer contribution / active EE | $627 | $1,846-66.1% | $2,854-78.1% | $2,148-70.8% |
| Participant deferral / active EE | $1,834 | $2,625-30.1% | $3,885-52.8% | $3,539-48.2% |
| Admin fee / account holder | $118 | $123-4.2% | $5,351-97.8% | $142-16.9% |