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 |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP SECURITIES INC Service code 50 | Direct Payment | $18,291 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $745 |
RELIANCE TRUST COMPANY3 years Service code 19 | Securities Custodian | $545 |
NFP RETIREMENT INC3 years Filed as: NFP SECURITIES INC. Service code 50 · EIN 74-2794194 | Direct Payment | $0 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,167 | $66,302+13.4% | $110,238-31.8% | $56,287+33.5% |
| Participation rate | 90.3% | 74.9%+15.4pp | 79.8%+10.5pp | 69.9%+20.4pp |
| Annual return | -4.66% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,583 | $2,047+26.2% | $3,826-32.5% | $2,111+22.4% |
| Participant deferral / active EE | $5,280 | $3,381+56.1% | $4,672+13.0% | $3,350+57.6% |
| Admin fee / account holder | $6 | $698-99.2% | $8,547-99.9% | $521-98.9% |