Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $24,097 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,812 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 99 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Other Fees | $2,861 |
PENSION SERVICES, INC.1+ years Filed as: PENSION SERVICES INC Service code 13 3150 SW 38TH AVE · MIAMI, FL 33146 | Contract Administrator | $765 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,074 | $52,911-24.3% | $73,309-45.3% | $59,633-32.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.04% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,537 | $1,909-19.5% | $3,237-52.5% | $2,203-30.2% |
| Participant deferral / active EE | $2,951 | $4,069-27.5% | $4,991-40.9% | $3,192-7.5% |
| Admin fee / account holder | $167 | $3,835-95.7% | $5,635-97.0% | $4,297-96.1% |