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 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $36,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,798 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,622 | $88,890-36.3% | $102,423-44.7% | $77,643-27.1% |
| Participation rate | 86.4% | 80.9%+5.5pp | 76.5%+9.9pp | 70.6%+15.8pp |
| Annual return | 15.86% | 24.98%-9.1pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,157 | $2,698-20.0% | $3,023-28.7% | $2,726-20.9% |
| Participant deferral / active EE | $5,064 | $5,145-1.6% | $5,053+0.2% | $4,647+9.0% |
| Admin fee / account holder | $185 | $235-21.6% | $9,451-98.0% | $430-57.1% |