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.2+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $25,285 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $25,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,633 | $25,723+493.4% | $69,182+120.6% | $55,167+176.7% |
| Participation rate | 100.0% | 39.4%+60.6pp | 55.1%+44.9pp | 69.0%+31.0pp |
| Annual return | 5.70% | 9.56%-3.9pp | -21.93%+27.6pp | 169.23%-163.5pp |
| Employer contribution / active EE | $7,611 | $480+1484.1% | $1,206+531.0% | $1,963+287.8% |
| Participant deferral / active EE | $4,306 | $963+347.0% | $1,897+127.0% | $3,054+41.0% |
| Admin fee / account holder | $309 | $365-15.3% | $2,697-88.5% | $504-38.7% |