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 9-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 Service code 27 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $31,475 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $30,512 |
Filed as: RAYMOND JAMES FSA INC. Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $17,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,917 | $95,274-65.4% | $135,903-75.8% | $74,419-55.8% |
| Participation rate | 53.6% | 78.2%-24.6pp | 81.9%-28.3pp | 70.7%-17.1pp |
| Annual return | 14.83% | 32.77%-17.9pp | 68.23%-53.4pp | 34.38%-19.5pp |
| Employer contribution / active EE | $936 | $3,874-75.8% | $4,856-80.7% | $2,637-64.5% |
| Participant deferral / active EE | $2,386 | $7,782-69.3% | $7,758-69.2% | $4,528-47.3% |
| Admin fee / account holder | $112 | $266-57.8% | $10,762-99.0% | $348-67.7% |