Filed June 20, 2023
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.
| Provider | Service type | Compensation |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES1+ years Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $16,080 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 99 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $10,649 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $414 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,173 | $47,126-52.9% | $149,673-85.2% | $74,419-70.2% |
| Participation rate | 93.6% | 63.4%+30.3pp | 78.8%+14.9pp | 70.7%+22.9pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.42%-134.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,056 | $1,905-44.6% | $4,818-78.1% | $2,637-60.0% |
| Participant deferral / active EE | $1,944 | $2,728-28.7% | $5,680-65.8% | $4,528-57.1% |
| Admin fee / account holder | $45 | $343-87.0% | $13,210-99.7% | $348-87.2% |