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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.
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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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $98,534 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,185 | $89,436+5.3% | $164,813-42.9% | $77,643+21.3% |
| Participation rate | 84.2% | 78.6%+5.6pp | 78.6%+5.6pp | 70.6%+13.7pp |
| Annual return | 14.22% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,227 | $2,569-52.2% | $4,341-71.7% | $2,726-55.0% |
| Participant deferral / active EE | $6,625 | $4,897+35.3% | $6,031+9.8% | $4,647+42.5% |
| Admin fee / account holder | $369 | $339+8.6% | $12,690-97.1% | $430-14.3% |