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 9-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 INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $23,094 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,292 | $44,764-36.8% | $68,791-58.9% | $64,808-56.3% |
| Participation rate | 51.3% | 64.8%-13.4pp | 69.0%-17.7pp | 71.5%-20.1pp |
| Annual return | -16.65% | -10.91%-5.7pp | -6.38%-10.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,252 | $1,775-29.5% | $2,655-52.8% | $2,506-50.0% |
| Participant deferral / active EE | $3,693 | $3,238+14.1% | $3,941-6.3% | $4,310-14.3% |
| Admin fee / account holder | $198 | $151+31.1% | $4,932-96.0% | $188+5.6% |