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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $6,509 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,075 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,348 | $46,732-71.4% | $156,549-91.5% | $55,167-75.8% |
| Participation rate | 30.2% | 65.8%-35.6pp | 84.0%-53.8pp | 69.0%-38.7pp |
| Annual return | 9.87% | 17.72%-7.8pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $394 | $2,105-81.3% | $5,501-92.8% | $1,963-79.9% |
| Participant deferral / active EE | $793 | $2,204-64.0% | $4,871-83.7% | $3,054-74.0% |
| Admin fee / account holder | $71 | $418-83.1% | $13,027-99.5% | $504-86.0% |