Filed April 4, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 55 P O BOX 23698 · ST PETERSBURG, FL 33742 | Other Commissions | $31,505 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,006 | $57,096-29.9% | $94,224-57.5% | $55,191-27.5% |
| Participation rate | 95.8% | 75.7%+20.2pp | 78.8%+17.1pp | 69.2%+26.7pp |
| Annual return | 2.53% | 159.65%-157.1pp | 10.68%-8.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $955 | $1,708-44.1% | $3,587-73.4% | $1,899-49.7% |
| Participant deferral / active EE | $2,990 | $3,165-5.5% | $4,320-30.8% | $3,046-1.8% |
| Admin fee / account holder | $36 | $89-60.1% | $6,269-99.4% | $91-60.8% |