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 AND ASSOCIATES Service code 22 · EIN 59-1237041 | Insurance Broker | $6,689 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $564 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,162 | $136,307-58.8% | $177,821-68.4% | $73,488-23.6% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.7%+10.7pp | 70.7%+27.8pp |
| Annual return | 8.18% | 18.68%-10.5pp | 48.32%-40.1pp | 28.51%-20.3pp |
| Employer contribution / active EE | $1,661 | $3,712-55.3% | $5,918-71.9% | $2,270-26.8% |
| Participant deferral / active EE | $2,209 | $5,829-62.1% | $7,714-71.4% | $3,740-40.9% |
| Admin fee / account holder | $7 | $596-98.8% | $12,427-99.9% | $513-98.6% |