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 | $92,970 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $39,886 |
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 | $98,180 | $55,371+77.3% | $95,585+2.7% | $74,304+32.1% |
| Participation rate | 99.5% | 53.8%+45.7pp | 72.1%+27.5pp | 60.3%+39.2pp |
| Annual return | 16.03% | 24.26%-8.2pp | 38.56%-22.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $3,219 | $1,437+124.0% | $2,527+27.4% | $2,241+43.6% |
| Participant deferral / active EE | $6,680 | $2,955+126.0% | $4,023+66.1% | $3,767+77.3% |
| Admin fee / account holder | $345 | $2,620-86.8% | $6,127-94.4% | $2,969-88.4% |