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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,968 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $17,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,197 | $81,474-12.6% | $133,956-46.9% | $73,488-3.1% |
| Participation rate | 51.6% | 76.4%-24.8pp | 79.8%-28.3pp | 70.7%-19.1pp |
| Annual return | 13.01% | 19.40%-6.4pp | 45.09%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,149 | $2,209-48.0% | $3,919-70.7% | $2,270-49.4% |
| Participant deferral / active EE | $2,470 | $3,786-34.8% | $5,048-51.1% | $3,740-34.0% |
| Admin fee / account holder | $460 | $713-35.5% | $8,927-94.8% | $513-10.3% |