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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,446 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0901543 | Other Fees | $13,747 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,362 | $58,879-65.4% | $178,490-88.6% | $73,488-72.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 81.9%+5.6pp | 70.7%+16.8pp |
| Annual return | 19.89% | 24.86%-5.0pp | 151.07%-131.2pp | 28.51%-8.6pp |
| Employer contribution / active EE | $507 | $2,236-77.3% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,838 | $2,567-28.4% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $138 | $400-65.6% | $13,984-99.0% | $513-73.2% |