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 INC Service code 26 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $42,430 |
Filed as: THE PENSION CENTER OF FLORIDA INC Service code 10 · EIN 59-3560915 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Accounting | $12,608 |
NATIONWIDE3 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $6,851 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,005 | $101,883+33.5% | $453,369-70.0% | $85,850+58.4% |
| Participation rate | 74.7% | 72.3%+2.4pp | 78.0%-3.3pp | 69.3%+5.4pp |
| Annual return | 10.30% | 25.38%-15.1pp | 64.40%-54.1pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,307 | $2,847-19.0% | $4,070-43.3% | $2,565-10.1% |
| Participant deferral / active EE | $5,293 | $4,782+10.7% | $6,209-14.7% | $3,952+34.0% |
| Admin fee / account holder | $0 | $5,706-100.0% | $11,209-100.0% | $6,260-100.0% |