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 & ASSOCIATES Service code 26 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $5,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,253 | $48,046-87.0% | $84,611-92.6% | $72,985-91.4% |
| Participation rate | 68.2% | 57.6%+10.6pp | 68.2%-0.1pp | 69.5%-1.3pp |
| Annual return | 20.52% | 37.38%-16.9pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $258 | $1,602-83.9% | $2,652-90.3% | $2,440-89.4% |
| Participant deferral / active EE | $1,135 | $2,680-57.6% | $3,899-70.9% | $3,607-68.5% |
| Admin fee / account holder | $112 | $3,395-96.7% | $4,912-97.7% | $5,124-97.8% |