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 INSURANCE GROUP INC Service code 26 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $13,748 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $12,161 |
THE NOBLE GROUP1 year Service code 26 2245 TEXAS DRIVE · SUGAR LAND, TX 77479 | Advisory (Participants) | $9,194 |
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 | $92,908 | $71,192+30.5% | $117,854-21.2% | $62,292+49.1% |
| Participation rate | 70.9% | 74.2%-3.3pp | 79.7%-8.8pp | 69.5%+1.4pp |
| Annual return | 16.51% | 18.66%-2.1pp | 335.08%-318.6pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,421 | $1,934+76.9% | $3,786-9.6% | $2,042+67.5% |
| Participant deferral / active EE | $4,565 | $3,189+43.2% | $4,482+1.9% | $3,169+44.0% |
| Admin fee / account holder | $116 | $587-80.3% | $8,020-98.6% | $479-75.9% |