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 5-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $35,098 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,780 |
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 | $52,738 | $55,636-5.2% | $81,983-35.7% | $73,488-28.2% |
| Participation rate | 99.2% | 62.3%+36.9pp | 69.2%+29.9pp | 70.7%+28.5pp |
| Annual return | 60.17% | 19.07%+41.1pp | 41.31%+18.9pp | 28.51%+31.7pp |
| Employer contribution / active EE | $734 | $1,625-54.8% | $2,498-70.6% | $2,270-67.7% |
| Participant deferral / active EE | $3,021 | $2,762+9.4% | $3,722-18.8% | $3,740-19.2% |
| Admin fee / account holder | $204 | $493-58.5% | $5,664-96.4% | $513-60.2% |