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 15 · EIN 35-0145825 | Recordkeeping | $91,967 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $43,326 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,746 | $55,416+2.4% | $75,972-25.3% | $77,643-26.9% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.1%+26.9pp | 70.6%+25.3pp |
| Annual return | 28.45% | 17.07%+11.4pp | 359.55%-331.1pp | 31.24%-2.8pp |
| Employer contribution / active EE | $1,428 | $1,788-20.1% | $2,685-46.8% | $2,726-47.6% |
| Participant deferral / active EE | $5,834 | $3,447+69.2% | $4,255+37.1% | $4,647+25.5% |
| Admin fee / account holder | $17 | $414-95.9% | $6,467-99.7% | $430-96.1% |