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) | $12,597 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,211 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
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 | $14,207 | $62,928-77.4% | $172,739-91.8% | $67,579-79.0% |
| Participation rate | 41.6% | 64.5%-22.9pp | 82.6%-41.0pp | 71.3%-29.7pp |
| Annual return | 19.27% | 30.36%-11.1pp | 802.84%-783.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $534 | $1,636-67.3% | $5,143-89.6% | $2,148-75.1% |
| Participant deferral / active EE | $1,066 | $2,145-50.3% | $5,198-79.5% | $3,539-69.9% |
| Admin fee / account holder | $94 | $167-43.6% | $13,954-99.3% | $142-33.9% |