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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 37 · EIN 04-2647786 | Loan Processing | $59,005 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE INC Service code 27 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $8,875 |
Filed as: JOHN HANCOCK (U.S.A) Service code 15 · EIN 01-0233346 | Recordkeeping | $4,514 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,253 | $80,724+107.2% | $103,333+61.9% | $74,495+124.5% |
| Participation rate | 93.8% | 65.7%+28.2pp | 74.5%+19.3pp | 67.2%+26.6pp |
| Annual return | 18.51% | 27.56%-9.0pp | 24.88%-6.4pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,730 | $3,860+255.7% | $5,057+171.5% | $4,346+215.9% |
| Admin fee / account holder | $351 | $2,368-85.2% | $8,355-95.8% | $1,942-81.9% |