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 4-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 FIN SERVICES, INC Service code 26 3515 GLENWOOD AVENUE · RALEIGH, NC 27612 | Advisory (Participants) | $37,162 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $29,651 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,820 | $101,317+15.3% | $146,958-20.5% | $74,495+56.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.25% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,862 | $3,810+27.6% | $4,933-1.4% | $2,623+85.4% |
| Participant deferral / active EE | $8,158 | $7,303+11.7% | $8,070+1.1% | $4,346+87.7% |
| Admin fee / account holder | $280 | $1,739-83.9% | $12,998-97.8% | $1,942-85.6% |