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 64 · EIN 71-0294708 | Recordkeeping Fees | $78,445 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 99 · EIN 59-2937883 | Other Fees | $24,107 |
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 | $31,233 | $74,347-58.0% | $93,606-66.6% | $67,579-53.8% |
| Participation rate | 79.1% | 80.6%-1.5pp | 75.8%+3.3pp | 71.3%+7.9pp |
| Annual return | 23.37% | 28.07%-4.7pp | 32.76%-9.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,718-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,636 | $4,060-35.1% | $4,069-35.2% | $3,539-25.5% |
| Admin fee / account holder | $180 | $123+47.0% | $7,888-97.7% | $142+26.7% |