See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $13,146 |
MMA SECURITIES LLC5 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $8,107 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,066 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,849 | $59,584-33.1% | $86,874-54.1% | $79,386-49.8% |
| Participation rate | 96.3% | 67.7%+28.6pp | 71.6%+24.7pp | 70.7%+25.6pp |
| Annual return | 28.21% | 23.15%+5.1pp | 63.52%-35.3pp | 116.85%-88.6pp |
| Employer contribution / active EE | $1,254 | $1,768-29.0% | $2,495-49.7% | $2,427-48.3% |
| Participant deferral / active EE | $3,180 | $3,036+4.7% | $3,699-14.0% | $4,046-21.4% |
| Admin fee / account holder | $23 | $604-96.2% | $5,828-99.6% | $626-96.3% |