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 55 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $49,604 |
STEVENS DOWD & COMPANY2 years Service code 13 629 LAKELAND E DR · FLOWWOD, MS 39232 | Contract Administrator | $5,581 |
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 | $23,487 | $64,286-63.5% | $90,951-74.2% | $73,409-68.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 20.54% | 21.45%-0.9pp | 134.60%-114.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $3,001 | $895+235.5% | $2,122+41.4% | $2,234+34.4% |
| Participant deferral / active EE | $4,321 | $2,453+76.1% | $3,373+28.1% | $3,805+13.5% |
| Admin fee / account holder | $4 | $287-98.7% | $5,959-99.9% | $158-97.6% |