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 7-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 FSA, INC. Service code 26 · EIN 59-2937883 | Advisory (Participants) | $5,419 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,480 | $69,362-66.1% | $101,248-76.8% | $73,488-68.0% |
| Participation rate | 62.3% | 68.4%-6.1pp | 75.8%-13.5pp | 70.7%-8.4pp |
| Annual return | 44.51% | 18.46%+26.0pp | 46.47%-2.0pp | 28.51%+16.0pp |
| Employer contribution / active EE | $1,965 | $2,628-25.2% | $3,660-46.3% | $2,270-13.4% |
| Participant deferral / active EE | $3,165 | $3,300-4.1% | $4,370-27.6% | $3,740-15.4% |
| Admin fee / account holder | $125 | $704-82.3% | $5,945-97.9% | $513-75.7% |