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 PARTNERS6+ years Service code 99 · EIN 59-3331424 3030 NORTH ROCKY POINT DR. WEST · TAMPA, FL 33607 | Other Fees | $25,152 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $26,386 | $91,190-71.1% | $178,490-85.2% | $79,858-67.0% |
| Participation rate | 87.7% | 69.2%+18.5pp | 81.9%+5.7pp | 69.6%+18.0pp |
| Annual return | 14.97% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,053 | $3,256+24.5% | $5,011-19.1% | $2,471+64.0% |
| Participant deferral / active EE | $8,395 | $3,236+159.4% | $5,202+61.4% | $3,740+124.5% |
| Admin fee / account holder | $58 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |