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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $110,720 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $59,375 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $59,375 |
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 | $181,053 | $60,607+198.7% | $189,557-4.5% | $86,799+108.6% |
| Participation rate | 98.6% | 68.9%+29.7pp | 78.4%+20.2pp | 72.3%+26.3pp |
| Annual return | 17.04% | 65.18%-48.1pp | 64.17%-47.1pp | 97.91%-80.9pp |
| Employer contribution / active EE | $3,265 | $1,626+100.8% | $4,412-26.0% | $2,405+35.7% |
| Participant deferral / active EE | $12,114 | $3,895+211.0% | $6,174+96.2% | $4,131+193.2% |
| Admin fee / account holder | $169 | $159+6.2% | $9,807-98.3% | $170-0.5% |