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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 code 49 · EIN 59-1531281 | Other Services | $39,218 |
Service code 13 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Contract Administrator | $6,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,993 | $65,376-11.3% | $87,100-33.4% | $65,185-11.0% |
| Participation rate | 52.4% | 75.3%-22.9pp | 76.9%-24.5pp | 70.2%-17.8pp |
| Annual return | 18.60% | 31.27%-12.7pp | 28.19%-9.6pp | 29.38%-10.8pp |
| Employer contribution / active EE | $300 | $1,822-83.6% | $2,521-88.1% | $2,177-86.2% |
| Participant deferral / active EE | $3,237 | $3,388-4.5% | $4,049-20.1% | $3,514-7.9% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |