Filed January 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $13,028 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,195 | $79,171-17.7% | $102,423-36.3% | $74,495-12.5% |
| Participation rate | 54.5% | 74.8%-20.3pp | 76.5%-22.0pp | 67.2%-12.7pp |
| Annual return | 20.83% | 54.93%-34.1pp | 29.32%-8.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,994 | $2,362-15.6% | $3,023-34.0% | $2,623-24.0% |
| Participant deferral / active EE | $3,608 | $4,415-18.3% | $5,053-28.6% | $4,346-17.0% |
| Admin fee / account holder | $131 | $2,001-93.4% | $9,451-98.6% | $1,942-93.2% |