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 27 880 CARILON PARKWAY TREASURY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,985 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,664 | $86,655-10.4% | $119,609-35.1% | $66,914+16.1% |
| Participation rate | 73.3% | 75.6%-2.2pp | 79.3%-5.9pp | 69.8%+3.5pp |
| Annual return | -13.60% | -8.00%-5.6pp | -14.97%+1.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,931 | $2,536-23.9% | $4,232-54.4% | $2,544-24.1% |
| Participant deferral / active EE | $3,466 | $4,358-20.5% | $5,602-38.1% | $4,237-18.2% |
| Admin fee / account holder | $413 | $755-45.3% | $10,323-96.0% | $593-30.4% |