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 INSURANCE GROUP Service code 53 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Insurance Commissions | $26,464 |
Filed as: DYATECH LLC. Service code 15 · EIN 64-0934231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $2,646 |
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).
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 | $55,870 | $80,753-30.8% | $136,294-59.0% | $62,292-10.3% |
| Participation rate | 55.9% | 73.5%-17.7pp | 81.9%-26.1pp | 69.5%-13.7pp |
| Annual return | 22.12% | 35.83%-13.7pp | 5155.94%-5133.8pp | 28.90%-6.8pp |
| Employer contribution / active EE | $2,840 | $2,884-1.5% | $4,695-39.5% | $2,042+39.1% |
| Participant deferral / active EE | $4,739 | $5,164-8.2% | $6,247-24.1% | $3,169+49.6% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |