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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $24,705 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 12636 HIGH BLUFF DRIVEFX · SAN DIEGO, CA 92130 | Advisory (Participants) | $24,029 |
Filed as: MERRILL LYNCH Service code 19 225 W WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $136,139 | $26,805+407.9% | $59,496+128.8% | $52,331+160.2% |
| Participation rate | 100.0% | 39.3%+60.7pp | 54.6%+45.4pp | 68.1%+31.9pp |
| Annual return | 0.79% | 2.61%-1.8pp | 182.05%-181.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $7,068 | $450+1471.0% | $1,153+513.1% | $1,882+275.6% |
| Participant deferral / active EE | $4,148 | $916+352.7% | $1,829+126.8% | $3,022+37.3% |
| Admin fee / account holder | $298 | $305-2.1% | $2,232-86.6% | $592-49.6% |