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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $14,473 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,769 | $38,075-34.9% | $93,406-73.5% | $73,488-66.3% |
| Participation rate | 81.7% | 56.7%+25.0pp | 66.8%+14.9pp | 70.7%+11.0pp |
| Annual return | 12.09% | 17.59%-5.5pp | 78.05%-66.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,121 | $1,117+0.4% | $2,075-46.0% | $2,270-50.6% |
| Participant deferral / active EE | $1,597 | $2,012-20.6% | $3,126-48.9% | $3,740-57.3% |
| Admin fee / account holder | $192 | $351-45.3% | $5,230-96.3% | $513-62.6% |