Filed February 19, 2025
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,818 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,182 | $80,724+65.0% | $103,333+28.9% | $74,495+78.8% |
| Participation rate | 97.4% | 65.7%+31.7pp | 74.5%+22.9pp | 67.2%+30.2pp |
| Annual return | 20.38% | 27.56%-7.2pp | 24.88%-4.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $2,156 | $3,157-31.7% | $3,868-44.3% | $2,623-17.8% |
| Participant deferral / active EE | $13,269 | $3,860+243.7% | $5,057+162.4% | $4,346+205.3% |
| Admin fee / account holder | $284 | $2,368-88.0% | $8,355-96.6% | $1,942-85.4% |