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 LLC1+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $79,921 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,635 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,520 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $7,703 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION ADVISORS Service code 99 28601 CHAGRIN BLVD # 550 · CLEVELAND, OH 44122 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,430 | $57,096-59.0% | $94,224-75.1% | $55,191-57.5% |
| Participation rate | 78.0% | 75.7%+2.4pp | 78.8%-0.7pp | 69.2%+8.9pp |
| Annual return | -1.76% | 159.65%-161.4pp | 10.68%-12.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $588 | $1,708-65.5% | $3,587-83.6% | $1,899-69.0% |
| Participant deferral / active EE | $1,483 | $3,165-53.1% | $4,320-65.7% | $3,046-51.3% |
| Admin fee / account holder | $90 | $89+1.0% | $6,269-98.6% | $91-0.7% |