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 10-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 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $55,146 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $3,750 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE UNIT 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $994 |
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 | $45,626 | $106,028-57.0% | $146,958-69.0% | $77,643-41.2% |
| Participation rate | 84.0% | 78.4%+5.6pp | 82.2%+1.8pp | 70.6%+13.4pp |
| Annual return | 22.24% | 56.73%-34.5pp | 418.34%-396.1pp | 31.24%-9.0pp |
| Employer contribution / active EE | $2,796 | $4,063-31.2% | $4,933-43.3% | $2,726+2.6% |
| Participant deferral / active EE | $5,261 | $7,990-34.2% | $8,070-34.8% | $4,647+13.2% |
| Admin fee / account holder | $242 | $337-28.3% | $12,998-98.1% | $430-43.8% |