Filed July 19, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 PENSION SOLUTIONS1+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $2,735 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,035 | $70,667-47.6% | $123,104-69.9% | $52,331-29.2% |
| Participation rate | 77.1% | 83.7%-6.6pp | 86.8%-9.7pp | 68.1%+9.0pp |
| Annual return | 4.71% | 6.23%-1.5pp | 13.22%-8.5pp | 4.54%+0.2pp |
| Employer contribution / active EE | $1,234 | $2,946-58.1% | $5,151-76.1% | $1,882-34.4% |
| Participant deferral / active EE | $2,431 | $4,493-45.9% | $6,230-61.0% | $3,022-19.6% |
| Admin fee / account holder | $20 | $506-96.1% | $9,015-99.8% | $592-96.7% |