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 99 · EIN 59-1237041 | Other Fees | $4,821 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,619 | $46,722-19.5% | $130,648-71.2% | $65,185-42.3% |
| Participation rate | 50.0% | 60.9%-10.9pp | 71.7%-21.7pp | 70.2%-20.2pp |
| Annual return | 24.54% | 24.17%+0.4pp | 1708.96%-1684.4pp | 29.38%-4.8pp |
| Employer contribution / active EE | $957 | $1,488-35.7% | $4,092-76.6% | $2,177-56.0% |
| Participant deferral / active EE | $1,965 | $2,545-22.8% | $3,603-45.4% | $3,514-44.1% |
| Admin fee / account holder | $8 | $453-98.2% | $5,464-99.8% | $847-99.0% |