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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.
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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 & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $124,842 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,206 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,779 | $93,182+300.1% | $146,665+154.2% | $79,386+369.6% |
| Participation rate | 99.2% | 76.4%+22.8pp | 80.1%+19.2pp | 70.7%+28.5pp |
| Annual return | 14.20% | 21.61%-7.4pp | 22.74%-8.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $17,634 | $2,420+628.8% | $4,136+326.3% | $2,427+626.5% |
| Participant deferral / active EE | $6,385 | $4,169+53.2% | $5,506+16.0% | $4,046+57.8% |
| Admin fee / account holder | $1,399 | $585+139.1% | $10,280-86.4% | $626+123.3% |