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 |
|---|---|---|
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 PO BOX 23698 · ST PETERSBURG, FL 33742 | Other Commissions | $21,117 |
Service code 55 ST · ST PETERSBURG, FL 33742 | Other Commissions | $14,420 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,575 |
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 | $47,125 | $107,378-56.1% | $108,579-56.6% | $57,658-18.3% |
| Participation rate | 96.3% | 77.1%+19.2pp | 79.6%+16.7pp | 70.2%+26.0pp |
| Annual return | 7.08% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,014 | $1,782-43.1% | $3,758-73.0% | $1,974-48.6% |
| Participant deferral / active EE | $3,146 | $3,221-2.3% | $4,311-27.0% | $3,061+2.8% |
| Admin fee / account holder | $20 | $108-81.8% | $7,645-99.7% | $95-79.1% |