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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,233 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,964 | $65,557-63.4% | $64,056-62.6% | $71,457-66.5% |
| Participation rate | 62.1% | 73.2%-11.0pp | 72.3%-10.2pp | 67.9%-5.8pp |
| Annual return | 9.97% | 18.94%-9.0pp | 33.69%-23.7pp | 28.85%-18.9pp |
| Employer contribution / active EE | $1,202 | $2,669-55.0% | $2,747-56.2% | $2,588-53.5% |
| Participant deferral / active EE | $2,229 | $3,626-38.5% | $3,880-42.6% | $4,289-48.0% |
| Admin fee / account holder | $288 | $616-53.2% | $3,068-90.6% | $1,587-81.8% |