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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.
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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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $93,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,239 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,081 | $39,973-19.7% | $79,550-59.7% | $77,904-58.8% |
| Participation rate | 39.4% | 64.6%-25.2pp | 69.5%-30.1pp | 73.7%-34.3pp |
| Annual return | -18.21% | 3.42%-21.6pp | 0.16%-18.4pp | 12.21%-30.4pp |
| Employer contribution / active EE | $608 | $1,088-44.1% | $2,413-74.8% | $2,848-78.6% |
| Participant deferral / active EE | $2,504 | $2,774-9.7% | $3,985-37.2% | $4,806-47.9% |
| Admin fee / account holder | $152 | $113+35.0% | $6,832-97.8% | $133+15.0% |