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 26 · EIN 71-0927304 12671 HIGH BLUFF DRIVE, STE 200 · SAN DIEGO, CA 92130 | Advisory (Participants) | $88,159 |
NORTHWEST PLAN SERVICES, INC.5+ years Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98101 | Contract Administrator | $37,941 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $18,103 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,292 | $62,928+80.0% | $172,739-34.4% | $67,579+67.6% |
| Participation rate | 93.1% | 64.5%+28.7pp | 82.6%+10.5pp | 71.3%+21.9pp |
| Annual return | 24.96% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $4,468 | $1,636+173.1% | $5,143-13.1% | $2,148+108.0% |
| Participant deferral / active EE | $4,527 | $2,145+111.0% | $5,198-12.9% | $3,539+27.9% |
| Admin fee / account holder | $250 | $167+50.0% | $13,954-98.2% | $142+75.6% |