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 SERVICES7+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,614 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,979 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,201 |
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 | $54,398 | $72,607-25.1% | $90,749-40.1% | $66,914-18.7% |
| Participation rate | 86.6% | 73.7%+12.9pp | 75.7%+10.9pp | 69.8%+16.8pp |
| Annual return | -15.46% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,878 | $3,977-2.5% | $4,564-15.0% | $4,237-8.5% |
| Admin fee / account holder | $395 | $707-44.1% | $8,445-95.3% | $593-33.4% |