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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.
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 & ASSOCIATES INC Service code 27 · EIN 13-2624428 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $16,708 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,040 |
UBS FINANCIAL SERVICES INC5 years Service code 99 · EIN 13-2624428 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $4,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,749 | $78,485-4.8% | $106,213-29.6% | $74,495+0.3% |
| Participation rate | 55.0% | 72.8%-17.9pp | 75.3%-20.3pp | 67.2%-12.2pp |
| Annual return | 13.83% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,567 | $2,523-37.9% | $3,171-50.6% | $2,623-40.3% |
| Participant deferral / active EE | $2,998 | $4,322-30.6% | $5,016-40.2% | $4,346-31.0% |
| Admin fee / account holder | $218 | $2,232-90.2% | $11,033-98.0% | $1,942-88.8% |