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 FINANCIAL. Service code 27 2306 W PINHOOK RD · LAFAYETTE, LA 70508 | Advisory (Plan) | $23,180 |
PAI3 years Service code 13 1201 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $22,814 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,523 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $3,244 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,559 | $40,385-63.9% | $80,569-81.9% | $74,419-80.4% |
| Participation rate | 91.3% | 47.4%+43.9pp | 67.0%+24.3pp | 70.7%+20.6pp |
| Annual return | 15.80% | 164.85%-149.1pp | 935.43%-919.6pp | 34.38%-18.6pp |
| Employer contribution / active EE | $629 | $1,496-58.0% | $2,723-76.9% | $2,637-76.2% |
| Participant deferral / active EE | $1,628 | $2,674-39.1% | $4,447-63.4% | $4,528-64.0% |
| Admin fee / account holder | $134 | $720-81.3% | $5,377-97.5% | $348-61.4% |