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) | $11,014 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,728 | $75,183-45.8% | $123,892-67.1% | $55,167-26.2% |
| Participation rate | 60.9% | 72.8%-11.9pp | 81.4%-20.5pp | 69.0%-8.1pp |
| Annual return | 16.30% | 19.01%-2.7pp | 47.52%-31.2pp | 169.23%-152.9pp |
| Employer contribution / active EE | $4,554 | $2,823+61.3% | $4,617-1.4% | $1,963+132.1% |
| Participant deferral / active EE | $5,486 | $5,084+7.9% | $5,984-8.3% | $3,054+79.6% |
| Admin fee / account holder | $124 | $663-81.3% | $8,357-98.5% | $504-75.4% |