Filed May 26, 2022 (most recent of 2 filings on file)
Total covered: 71 employees
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 |
|---|---|---|
NFPAS1+ years Service code 16 · EIN 74-2794194 | Consulting | $78,750 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 61 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$129,997 |
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 | $103,482 | $75,760+36.6% | $123,104-15.9% | $59,188+74.8% |
| Participation rate | 90.9% | 86.0%+4.8pp | 86.8%+4.1pp | 69.4%+21.4pp |
| Annual return | -0.21% | 2.93%-3.1pp | 13.22%-13.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $2,396 | $3,415-29.9% | $5,151-53.5% | $2,098+14.2% |
| Participant deferral / active EE | $5,496 | $5,000+9.9% | $6,230-11.8% | $3,265+68.4% |
| Admin fee / account holder | -$40 | $61-165.9% | $9,015-100.4% | $92-143.4% |