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 ADVISORS Service code 99 · EIN 59-2937883 | Other Fees | $13,752 |
LPL FINANCIAL4+ years Service code 99 · EIN 04-3046611 | Other Fees | $13,607 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,864 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,709 | $66,302-34.1% | $110,238-60.4% | $56,287-22.3% |
| Participation rate | 88.3% | 74.9%+13.4pp | 79.8%+8.5pp | 69.9%+18.5pp |
| Annual return | -3.52% | -1.18%-2.3pp | 314.74%-318.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,181 | $3,381+23.6% | $4,672-10.5% | $3,350+24.8% |
| Admin fee / account holder | $13 | $698-98.2% | $8,547-99.9% | $521-97.6% |