Filed November 17, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $19,800 |
COHN REZNICK LLP2+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $14,750 |
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 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 | $28,505 | $168,231-83.1% | $67,834-58.0% | $63,975-55.4% |
| Participation rate | 68.2% | 66.8%+1.4pp | 68.8%-0.6pp | 71.1%-3.0pp |
| Annual return | 17.83% | 11.76%+6.1pp | 138.47%-120.6pp | 48.65%-30.8pp |
| Employer contribution / active EE | $917 | $1,907-51.9% | $2,403-61.8% | $2,182-58.0% |
| Participant deferral / active EE | $2,648 | $2,827-6.3% | $3,160-16.2% | $3,356-21.1% |
| Admin fee / account holder | $6 | $81-92.8% | $4,622-99.9% | $70-91.8% |