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 FINANCIAL ADVISORS, I Service code 99 · EIN 59-2937883 | Other Fees | $22,974 |
MORNINGSTAR2 years Filed as: MORINGSTAR Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,591 |
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 | $133,941 | $73,102+83.2% | $123,544+8.4% | $56,287+138.0% |
| Participation rate | 91.3% | 74.3%+17.0pp | 82.3%+9.0pp | 69.9%+21.5pp |
| Annual return | -1.63% | 3.01%-4.6pp | 119.20%-120.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,938 | $2,977-34.9% | $4,628-58.1% | $2,111-8.2% |
| Participant deferral / active EE | $7,954 | $5,423+46.7% | $6,426+23.8% | $3,350+137.4% |
| Admin fee / account holder | $103 | $554-81.5% | $9,284-98.9% | $521-80.3% |