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 2701 N. ROCKY POINT DR. SUITE 1000 · TAMPA, FL 33607 | Advisory (Plan) | $25,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,085 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,374 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC. Service code 10 P.O. BOX 360635 · PITTSBURGH, PA 15251 | Accounting | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,988 | $100,801-56.4% | $149,696-70.6% | $73,409-40.1% |
| Participation rate | 88.5% | 77.7%+10.8pp | 82.5%+6.0pp | 72.2%+16.3pp |
| Annual return | 17.06% | 265.34%-248.3pp | 276.60%-259.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,257 | $3,312-62.0% | $4,644-72.9% | $2,234-43.7% |
| Participant deferral / active EE | $6,929 | $6,404+8.2% | $6,842+1.3% | $3,805+82.1% |
| Admin fee / account holder | $62 | $181-65.9% | $9,309-99.3% | $158-60.9% |