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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $27,668 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,873 | $77,634+55.7% | $156,549-22.8% | $62,891+92.2% |
| Participation rate | 48.2% | 71.2%-23.0pp | 84.0%-35.8pp | 69.3%-21.1pp |
| Annual return | 8.65% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,328 | $3,444-32.4% | $5,501-57.7% | $2,281+2.0% |
| Participant deferral / active EE | $13,871 | $3,045+355.5% | $4,871+184.8% | $3,203+333.1% |
| Admin fee / account holder | $42 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |