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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.
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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 SERVICES6+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $58,801 |
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 | $66,839 | $62,132+7.6% | $185,823-64.0% | $73,488-9.0% |
| Participation rate | 97.6% | 67.8%+29.8pp | 78.0%+19.6pp | 70.7%+27.0pp |
| Annual return | 15.21% | 20.44%-5.2pp | 35.95%-20.7pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,917 | $1,681+133.0% | $4,087-4.2% | $2,270+72.6% |
| Participant deferral / active EE | $2,719 | $3,711-26.7% | $5,632-51.7% | $3,740-27.3% |
| Admin fee / account holder | $249 | $419-40.5% | $9,500-97.4% | $513-51.5% |