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.3+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $28,623 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $20,214 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,185 | $31,388+454.9% | $73,545+136.8% | $62,292+179.6% |
| Participation rate | 100.0% | 39.9%+60.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 11.65% | 25.34%-13.7pp | -15.16%+26.8pp | 28.90%-17.2pp |
| Employer contribution / active EE | $7,854 | $498+1477.2% | $1,219+544.3% | $2,042+284.6% |
| Participant deferral / active EE | $4,328 | $1,028+320.9% | $1,806+139.7% | $3,169+36.6% |
| Admin fee / account holder | $292 | $299-2.3% | $2,320-87.4% | $479-39.0% |