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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.
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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 & ASSOCIATES, INC. Service code 26 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $31,022 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 | Recordkeeping | $12,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,421 | $136,307-5.8% | $177,821-27.8% | $73,488+74.8% |
| Participation rate | 89.1% | 86.1%+3.0pp | 87.7%+1.4pp | 70.7%+18.4pp |
| Annual return | 9.61% | 18.68%-9.1pp | 48.32%-38.7pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,792 | $3,712-24.8% | $5,918-52.8% | $2,270+23.0% |
| Participant deferral / active EE | $5,780 | $5,829-0.8% | $7,714-25.1% | $3,740+54.6% |
| Admin fee / account holder | $304 | $596-49.0% | $12,427-97.6% | $513-40.8% |