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 SERVICES A Service code 16 · EIN 59-2937883 | Consulting | $6,342 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$37,905 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,762 | $55,415-37.3% | $155,509-77.6% | $74,495-53.3% |
| Participation rate | 84.3% | 61.9%+22.4pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 12.21% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,240 | $2,267-1.2% | $4,672-52.0% | $2,623-14.6% |
| Participant deferral / active EE | $1,932 | $2,836-31.9% | $5,626-65.7% | $4,346-55.5% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |