Filed August 31, 2026
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 SERVICE Service code 27 · EIN 59-2937883 | Advisory (Plan) | $36,929 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 P.O. BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $10,120 |
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 | $59,729 | $77,660-23.1% | $109,143-45.3% | $79,386-24.8% |
| Participation rate | 94.8% | 67.8%+27.0pp | 75.9%+18.9pp | 70.7%+24.1pp |
| Annual return | 13.48% | 23.44%-10.0pp | 25.75%-12.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $5,867 | $2,797+109.7% | $3,722+57.6% | $2,427+141.7% |
| Participant deferral / active EE | $4,231 | $3,518+20.3% | $4,653-9.1% | $4,046+4.6% |
| Admin fee / account holder | $83 | $732-88.6% | $6,752-98.8% | $626-86.7% |