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 |
|---|---|---|
J W COLE FINANCIAL INC2 years Filed as: J.W. COLE FINANCIAL, INC. Service code 21 4301 ANCHOR PLAZA · TAMPA, FL 33634 | Bank Trustee | $29,190 |
WILCAC LIFE INSURANCE COMPANY5 years Service code 13 P.O. BOX 1603 · JACKSONVILLE, IL 626511603 | Contract Administrator | $13,730 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 3.00% | 7.29%-4.3pp | 8.09%-5.1pp | 8.23%-5.2pp |
| Employer contribution / active EE | $26,504 | $9,761+171.5% | $28,732-7.8% | $13,859+91.2% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |