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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $74,376 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,250 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,333 | $84,936+45.2% | $111,297+10.8% | $79,386+55.4% |
| Participation rate | 96.3% | 75.9%+20.5pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 11.55% | 17.45%-5.9pp | 54.65%-43.1pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,848 | $1,979-6.6% | $2,731-32.3% | $2,427-23.9% |
| Participant deferral / active EE | $5,876 | $3,888+51.1% | $4,487+30.9% | $4,046+45.2% |
| Admin fee / account holder | $249 | $537-53.7% | $7,964-96.9% | $626-60.3% |