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 FINANCIAL SERVICES. Service code 99 · EIN 59-2937883 | Other Fees | $27,881 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,685 |
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 | $44,924 | $86,332-48.0% | $125,175-64.1% | $65,185-31.1% |
| Participation rate | 88.5% | 75.3%+13.2pp | 79.8%+8.7pp | 70.2%+18.3pp |
| Annual return | 22.04% | 27.43%-5.4pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,574 | $3,537+29.3% | $4,937-7.3% | $3,514+30.2% |
| Admin fee / account holder | $6 | $609-99.0% | $9,702-99.9% | $847-99.3% |