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 Service code 15 · EIN 59-1237041 | Recordkeeping | $50,034 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,974 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,872 | $29,369+151.5% | $77,482-4.7% | $73,409+0.6% |
| Participation rate | 58.4% | 37.9%+20.4pp | 54.2%+4.2pp | 72.2%-13.8pp |
| Annual return | 18.95% | 358.15%-339.2pp | 54.79%-35.8pp | 59.29%-40.3pp |
| Employer contribution / active EE | $946 | $406+133.1% | $986-4.1% | $2,234-57.7% |
| Participant deferral / active EE | $1,957 | $941+108.0% | $1,861+5.1% | $3,805-48.6% |
| Admin fee / account holder | $155 | $123+25.9% | $2,858-94.6% | $158-2.1% |