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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,479 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $78,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,647 |
Form 5500 reported that benefits due were not provided when due.
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 | $101,029 | $176,491-42.8% | $95,952+5.3% | $90,288+11.9% |
| Participation rate | 75.8% | 86.6%-10.8pp | 77.1%-1.3pp | 73.4%+2.4pp |
| Annual return | 14.72% | 20.14%-5.4pp | 91.61%-76.9pp | 53.97%-39.2pp |
| Employer contribution / active EE | $3,413 | $2,789+22.4% | $2,541+34.3% | $2,524+35.2% |
| Participant deferral / active EE | $7,541 | $5,340+41.2% | $4,167+81.0% | $4,232+78.2% |
| Admin fee / account holder | $58 | $154-62.4% | $6,795-99.1% | $114-49.2% |