Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $38,809 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,330 | $73,638-22.1% | $95,952-40.3% | $73,488-22.0% |
| Participation rate | 73.7% | 76.2%-2.4pp | 77.1%-3.3pp | 70.7%+3.1pp |
| Annual return | 13.50% | 16.78%-3.3pp | 91.61%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $640 | $1,863-65.6% | $2,541-74.8% | $2,270-71.8% |
| Participant deferral / active EE | $3,028 | $3,617-16.3% | $4,167-27.3% | $3,740-19.0% |
| Admin fee / account holder | $308 | $482-36.1% | $6,795-95.5% | $513-39.9% |