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 SERVICES10+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $34,252 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,099 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $12,689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,397 | $84,556-16.7% | $116,228-39.4% | $74,304-5.3% |
| Participation rate | 87.6% | 66.0%+21.6pp | 74.6%+13.0pp | 60.3%+27.2pp |
| Annual return | 14.34% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,219 | $3,814+10.6% | $4,953-14.8% | $3,767+12.0% |
| Admin fee / account holder | $431 | $3,792-88.6% | $11,989-96.4% | $2,969-85.5% |