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 203 · SAN DIEGO, CA 92130 | Advisory (Plan) | $274,567 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,996 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $18,616 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $11,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,172 | $70,667+13.5% | $123,104-34.9% | $52,331+53.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.08% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,557 | $2,946-13.2% | $5,151-50.4% | $1,882+35.9% |
| Participant deferral / active EE | $3,711 | $4,493-17.4% | $6,230-40.4% | $3,022+22.8% |
| Admin fee / account holder | $488 | $506-3.6% | $9,015-94.6% | $592-17.4% |