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 3-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $41,918 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FSA Service code 26 · EIN 59-2937883 | Advisory (Participants) | $17,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,195 | $87,870-56.5% | $113,168-66.2% | $74,304-48.6% |
| Participation rate | 96.3% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 18.51% | 26.44%-7.9pp | 24.27%-5.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,889 | $2,277-17.0% | $2,975-36.5% | $2,241-15.7% |
| Participant deferral / active EE | $7,299 | $4,241+72.1% | $5,107+42.9% | $3,767+93.8% |
| Admin fee / account holder | $362 | $3,368-89.3% | $12,068-97.0% | $2,969-87.8% |