Filed March 5, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $51,278 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,746 | $72,770-53.6% | $67,652-50.1% | $55,191-38.9% |
| Participation rate | 92.7% | 78.8%+13.9pp | 75.7%+17.0pp | 69.2%+23.5pp |
| Annual return | -0.86% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $435 | $1,769-75.4% | $2,266-80.8% | $1,899-77.1% |
| Participant deferral / active EE | $2,982 | $3,408-12.5% | $3,560-16.2% | $3,046-2.1% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |