Filed May 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: IFP ADVISORS, INC Service code 99 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE W. · TAMPA, FL 33607 | Other Fees | $0 |
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 | $43,640 | $73,102-40.3% | $123,544-64.7% | $56,287-22.5% |
| Participation rate | 91.8% | 74.3%+17.5pp | 82.3%+9.5pp | 69.9%+21.9pp |
| Annual return | 5.93% | 3.01%+2.9pp | 119.20%-113.3pp | -9.96%+15.9pp |
| Employer contribution / active EE | $685 | $2,977-77.0% | $4,628-85.2% | $2,111-67.6% |
| Participant deferral / active EE | $5,247 | $5,423-3.2% | $6,426-18.3% | $3,350+56.6% |
| Admin fee / account holder | $22 | $554-96.0% | $9,284-99.8% | $521-95.8% |