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 9-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 SE 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $53,445 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,989 |
PENSION PLAN SPECIALISTS, PC6+ years Service code 10 805 BROADWAY STE 600 · VANCOUVER, WA 98660 | Accounting | $1,465 |
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 | $60,218 | $56,152+7.2% | $185,823-67.6% | $73,409-18.0% |
| Participation rate | 81.1% | 67.6%+13.6pp | 78.0%+3.1pp | 72.2%+9.0pp |
| Annual return | 19.22% | 17.59%+1.6pp | 35.95%-16.7pp | 59.29%-40.1pp |
| Employer contribution / active EE | $2,763 | $1,532+80.4% | $4,087-32.4% | $2,234+23.7% |
| Participant deferral / active EE | $6,169 | $3,659+68.6% | $5,632+9.5% | $3,805+62.1% |
| Admin fee / account holder | $215 | $132+63.0% | $9,500-97.7% | $158+36.4% |