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 5-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 13 · EIN 42-0127290 | Contract Administrator | $42,616 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $28,963 |
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 | $52,234 | $106,028-50.7% | $146,958-64.5% | $77,643-32.7% |
| Participation rate | 93.7% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 19.95% | 56.73%-36.8pp | 418.34%-398.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $4,551 | $4,063+12.0% | $4,933-7.7% | $2,726+67.0% |
| Participant deferral / active EE | $8,094 | $7,990+1.3% | $8,070+0.3% | $4,647+74.2% |
| Admin fee / account holder | $177 | $337-47.5% | $12,998-98.6% | $430-58.8% |