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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.
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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $45,518 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,266 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,374 | $79,171-26.3% | $102,423-43.0% | $74,495-21.6% |
| Participation rate | 88.9% | 74.8%+14.1pp | 76.5%+12.4pp | 67.2%+21.7pp |
| Annual return | 12.72% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,701 | $4,415+29.1% | $5,053+12.8% | $4,346+31.2% |
| Admin fee / account holder | $159 | $2,001-92.0% | $9,451-98.3% | $1,942-91.8% |