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 26 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $29,881 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,134 |
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 | $84,156 | $63,924+31.7% | $108,579-22.5% | $55,167+52.5% |
| Participation rate | 72.4% | 74.3%-1.9pp | 79.6%-7.1pp | 69.0%+3.4pp |
| Annual return | 8.15% | 15.31%-7.2pp | -51.70%+59.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,092 | $1,879+64.5% | $3,758-17.7% | $1,963+57.5% |
| Participant deferral / active EE | $4,078 | $3,067+33.0% | $4,311-5.4% | $3,054+33.5% |
| Admin fee / account holder | $62 | $618-89.9% | $7,645-99.2% | $504-87.7% |