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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $14,455 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,925 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $27,799 | $54,573-49.1% | $90,951-69.4% | $73,488-62.2% |
| Participation rate | 94.3% | 61.2%+33.1pp | 69.0%+25.2pp | 70.7%+23.6pp |
| Annual return | 17.28% | 16.69%+0.6pp | 134.60%-117.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $454 | $991-54.2% | $2,122-78.6% | $2,270-80.0% |
| Participant deferral / active EE | $3,547 | $2,517+40.9% | $3,373+5.2% | $3,740-5.2% |
| Admin fee / account holder | $70 | $521-86.5% | $5,959-98.8% | $513-86.3% |