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) | $13,836 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,234 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,468 | $52,293-68.5% | $178,490-90.8% | $73,409-77.6% |
| Participation rate | 32.6% | 65.3%-32.7pp | 81.9%-49.3pp | 72.2%-39.5pp |
| Annual return | 12.88% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $625 | $1,735-64.0% | $5,011-87.5% | $2,234-72.0% |
| Participant deferral / active EE | $1,046 | $2,332-55.2% | $5,202-79.9% | $3,805-72.5% |
| Admin fee / account holder | $96 | $127-24.8% | $13,984-99.3% | $158-39.3% |