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 FIN SERV ADVISORS Service code 27 · EIN 59-2937883 TO BE POSED BY IMPAC-TOWER 3 FL · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $47,192 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 11 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Actuarial | $20,571 |
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 | $50,709 | $163,264-68.9% | $155,509-67.4% | - |
| Participation rate | 100.0% | 62.7%+37.3pp | 78.2%+21.8pp | - |
| Annual return | 12.14% | 19.38%-7.2pp | 64.67%-52.5pp | - |
| Employer contribution / active EE | $4,612 | $2,490+85.3% | $4,672-1.3% | - |
| Participant deferral / active EE | $4,026 | $2,914+38.2% | $5,626-28.4% | - |
| Admin fee / account holder | $274 | $96,217-99.7% | $15,912-98.3% | - |