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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,865 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $21,920 |
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 | $86,400 | $58,926+46.6% | $97,226-11.1% | $74,495+16.0% |
| Participation rate | 99.5% | 63.5%+36.0pp | 72.7%+26.8pp | 67.2%+32.3pp |
| Annual return | 13.62% | 16.04%-2.4pp | 75.13%-61.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,908 | $1,894+53.6% | $2,729+6.6% | $2,623+10.9% |
| Participant deferral / active EE | $5,306 | $3,664+44.8% | $4,264+24.5% | $4,346+22.1% |
| Admin fee / account holder | $311 | $1,974-84.2% | $5,654-94.5% | $1,942-84.0% |