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 INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $2,097 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,007 | $72,012-25.0% | $185,823-70.9% | $79,858-32.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.60% | 23.12%-9.5pp | 35.95%-22.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,086 | $1,965-44.7% | $4,087-73.4% | $2,471-56.0% |
| Participant deferral / active EE | $5,431 | $3,779+43.7% | $5,632-3.6% | $3,740+45.2% |
| Admin fee / account holder | $18 | $4,513-99.6% | $9,500-99.8% | $5,306-99.7% |