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 FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $46,659 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,269 |
PROFESSIONAL BENEFIT SERVICES10+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,300 | $129,021-50.9% | $184,203-65.6% | $77,643-18.5% |
| Participation rate | 53.5% | 87.3%-33.8pp | 86.8%-33.3pp | 70.6%-17.1pp |
| Annual return | 13.86% | 33.27%-19.4pp | 28.81%-14.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,666 | $4,413-39.6% | $6,427-58.5% | $2,726-2.2% |
| Participant deferral / active EE | $4,468 | $7,297-38.8% | $9,131-51.1% | $4,647-3.9% |
| Admin fee / account holder | $179 | $254-29.5% | $13,901-98.7% | $430-58.4% |