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 Service code 99 · EIN 59-2937883 | Other Fees | $22,965 |
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 | $110,438 | $78,422+40.8% | $95,952+15.1% | $79,858+38.3% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.8pp | 69.6%+29.3pp |
| Annual return | 13.84% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,504 | $1,945+28.8% | $2,541-1.4% | $2,471+1.4% |
| Participant deferral / active EE | $8,123 | $3,440+136.2% | $4,167+94.9% | $3,740+117.2% |
| Admin fee / account holder | $61 | $5,622-98.9% | $6,795-99.1% | $5,306-98.9% |