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 FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,015 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,360 |
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWBURY, NJ 07702 | Contract Administrator | $4,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,284 | $65,435-29.3% | $86,677-46.6% | $66,914-30.8% |
| Participation rate | 59.3% | 75.5%-16.2pp | 76.6%-17.3pp | 69.8%-10.5pp |
| Annual return | -15.77% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $69 | $2,153-96.8% | $2,836-97.6% | $2,544-97.3% |
| Participant deferral / active EE | $3,462 | $4,100-15.6% | $4,656-25.6% | $4,237-18.3% |
| Admin fee / account holder | $363 | $642-43.4% | $7,493-95.2% | $593-38.8% |