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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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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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1237041 | Advisory (Plan) | $19,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,499 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $383,674 | $85,766+347.4% | $136,294+181.5% | $70,131+447.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.22% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $14,139 | $2,966+376.7% | $4,695+201.1% | $2,342+503.6% |
| Participant deferral / active EE | $8,944 | $5,051+77.1% | $6,247+43.2% | $3,332+168.5% |
| Admin fee / account holder | $265 | $5,420-95.1% | $9,243-97.1% | $4,645-94.3% |