Filed January 30, 2025 (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 |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC4+ years Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $208,636 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170,420 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,215 | $65,118+81.5% | $76,768+54.0% | $55,725+112.1% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.8pp | 70.9%+24.9pp |
| Annual return | -5.07% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,113 | $1,941+60.4% | $2,485+25.3% | $2,078+49.8% |
| Participant deferral / active EE | $4,446 | $3,688+20.6% | $3,852+15.4% | $3,356+32.5% |
| Admin fee / account holder | $388 | $116+234.6% | $6,675-94.2% | $115+236.6% |