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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $34,417 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,213 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,289 | $77,813+156.1% | $123,544+61.3% | $64,186+210.5% |
| Participation rate | 89.6% | 74.7%+14.9pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -4.31% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,724 | $3,014-9.6% | $4,628-41.1% | $2,381+14.4% |
| Participant deferral / active EE | $12,281 | $5,240+134.4% | $6,426+91.1% | $3,470+254.0% |
| Admin fee / account holder | $424 | $5,519-92.3% | $9,284-95.4% | $4,888-91.3% |