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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $8,859 |
NATIONWIDE2 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $6,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,384 | $63,442-49.0% | $68,791-52.9% | $66,914-51.6% |
| Participation rate | 24.6% | 60.0%-35.4pp | 69.0%-44.4pp | 69.8%-45.2pp |
| Annual return | -16.06% | -8.29%-7.8pp | -6.38%-9.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $484 | $1,775-72.7% | $2,655-81.8% | $2,544-81.0% |
| Participant deferral / active EE | $1,477 | $2,945-49.8% | $3,941-62.5% | $4,237-65.1% |
| Admin fee / account holder | $309 | $577-46.5% | $4,932-93.7% | $593-48.0% |