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 PARTNERS4+ years Service code 27 · EIN 59-3331424 3030 NORTH ROCKY POINT DR. WEST · TAMPA, FL 33607 | Advisory (Plan) | $19,540 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,854 | $37,196-49.3% | $154,107-87.8% | $55,725-66.2% |
| Participation rate | 94.0% | 64.1%+29.9pp | 83.0%+11.0pp | 70.9%+23.2pp |
| Annual return | -6.96% | 1319.68%-1326.6pp | 735.12%-742.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,140 | $1,614-29.4% | $5,298-78.5% | $2,078-45.1% |
| Participant deferral / active EE | $2,644 | $2,068+27.8% | $5,081-48.0% | $3,356-21.2% |
| Admin fee / account holder | $6 | $102-93.7% | $13,411-100.0% | $115-94.4% |