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 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $12,840 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $2,027 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,105 | $64,707+48.5% | $112,228-14.4% | $68,494+40.3% |
| Participation rate | 81.7% | 67.2%+14.5pp | 75.1%+6.6pp | 67.9%+13.8pp |
| Annual return | 10.74% | -11.40%+22.1pp | 27.45%-16.7pp | -7.84%+18.6pp |
| Employer contribution / active EE | $53 | $2,746-98.1% | $3,635-98.5% | $2,596-97.9% |
| Participant deferral / active EE | $3,006 | $3,565-15.7% | $4,728-36.4% | $4,027-25.4% |
| Admin fee / account holder | $552 | $5,232-89.4% | $6,410-91.4% | $5,403-89.8% |