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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.
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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 |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $22,020 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $8,808 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,387 | $62,928-62.8% | $172,739-86.5% | $67,579-65.4% |
| Participation rate | 54.0% | 64.5%-10.5pp | 82.6%-28.7pp | 71.3%-17.3pp |
| Annual return | 11.56% | 30.36%-18.8pp | 802.84%-791.3pp | 378.56%-367.0pp |
| Employer contribution / active EE | $476 | $1,636-70.9% | $5,143-90.7% | $2,148-77.8% |
| Participant deferral / active EE | $1,273 | $2,145-40.6% | $5,198-75.5% | $3,539-64.0% |
| Admin fee / account holder | $94 | $167-43.5% | $13,954-99.3% | $142-33.8% |