Filed October 28, 2024
Total covered: 12 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 99 · EIN 59-2937883 | Other Fees | $0 |
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 | $157,918 | $136,307+15.9% | $177,821-11.2% | $73,488+114.9% |
| Participation rate | 96.2% | 86.1%+10.1pp | 87.7%+8.5pp | 70.7%+25.5pp |
| Annual return | 16.00% | 18.68%-2.7pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,280 | $3,712-11.6% | $5,918-44.6% | $2,270+44.5% |
| Participant deferral / active EE | $5,921 | $5,829+1.6% | $7,714-23.2% | $3,740+58.3% |
| Admin fee / account holder | $15 | $596-97.4% | $12,427-99.9% | $513-97.0% |