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) | $47,414 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,635 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $93,467 | $63,745+46.6% | $98,442-5.1% | $79,386+17.7% |
| Participation rate | 84.3% | 69.9%+14.4pp | 73.3%+11.0pp | 70.7%+13.6pp |
| Annual return | 14.06% | 625.80%-611.7pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,149 | $2,557-15.9% | $2,960-27.4% | $2,427-11.5% |
| Participant deferral / active EE | $5,257 | $3,303+59.1% | $4,276+22.9% | $4,046+29.9% |
| Admin fee / account holder | $276 | $516-46.5% | $5,949-95.4% | $626-55.9% |