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 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,036 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,207 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,219 | $66,124+22.8% | $90,404-10.2% | $73,488+10.5% |
| Participation rate | 82.6% | 69.7%+12.9pp | 72.7%+9.9pp | 70.7%+11.9pp |
| Annual return | 11.82% | 17.65%-5.8pp | 1293.02%-1281.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,294 | $2,346+40.4% | $3,262+1.0% | $2,270+45.1% |
| Participant deferral / active EE | $5,051 | $3,039+66.2% | $3,963+27.5% | $3,740+35.1% |
| Admin fee / account holder | $214 | $396-46.0% | $5,611-96.2% | $513-58.3% |