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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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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $48,341 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,847 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $14,866 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,614 | $101,523-24.5% | $141,162-45.7% | $77,787-1.5% |
| Participation rate | 88.7% | 77.4%+11.3pp | 82.5%+6.2pp | 73.2%+15.5pp |
| Annual return | 26.51% | 56.22%-29.7pp | 71.39%-44.9pp | 32.57%-6.1pp |
| Employer contribution / active EE | $50 | $3,341-98.5% | $4,735-99.0% | $2,504-98.0% |
| Participant deferral / active EE | $7,646 | $6,434+18.8% | $6,709+14.0% | $3,967+92.7% |
| Admin fee / account holder | $21 | $92-77.1% | $10,261-99.8% | $100-79.1% |