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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.
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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 & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $8,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,785 | $35,986+18.9% | $77,482-44.8% | $73,488-41.8% |
| Participation rate | 46.2% | 40.8%+5.3pp | 54.2%-8.0pp | 70.7%-24.5pp |
| Annual return | 14.84% | 19.26%-4.4pp | 54.79%-39.9pp | 28.51%-13.7pp |
| Employer contribution / active EE | $326 | $557-41.5% | $986-67.0% | $2,270-85.6% |
| Participant deferral / active EE | $829 | $1,198-30.8% | $1,861-55.5% | $3,740-77.8% |
| Admin fee / account holder | $388 | $466-16.8% | $2,858-86.4% | $513-24.4% |