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 INC8 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $19,165 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $17,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,932 | $80,673+85.9% | $101,326+48.0% | $84,808+76.8% |
| Participation rate | 65.8% | 77.8%-12.0pp | 81.5%-15.7pp | 68.3%-2.5pp |
| Annual return | 12.38% | 38.95%-26.6pp | 36.82%-24.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,839 | $2,698-31.8% | $3,665-49.8% | $2,631-30.1% |
| Participant deferral / active EE | $8,256 | $6,840+20.7% | $7,994+3.3% | $4,212+96.0% |
| Admin fee / account holder | $238 | $12,784-98.1% | $11,185-97.9% | $7,344-96.8% |