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 INC5 years Filed as: NFP SECURITIES INC Service code 50 | Direct Payment | $28,898 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,780 |
NFP RETIREMENT INC5 years Filed as: NFP SECURITIES INC. Service code 50 · EIN 74-2794194 | Direct Payment | $0 |
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 | $120,308 | $91,552+31.4% | $133,956-10.2% | $79,858+50.7% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 17.45% | 61.85%-44.4pp | 45.09%-27.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,433 | $2,384+44.0% | $3,919-12.4% | $2,471+39.0% |
| Participant deferral / active EE | $6,152 | $3,733+64.8% | $5,048+21.9% | $3,740+64.5% |
| Admin fee / account holder | $15 | $6,321-99.8% | $8,927-99.8% | $5,306-99.7% |