Filed May 20, 2016
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 INC1 year Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $23,500 |
LUMSDEN & MCCORMICK LLP2+ years Service code 10 · EIN 16-0765486 | Accounting | $10,500 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,313 | $74,552+113.7% | $62,995+152.9% | $69,631+128.8% |
| Participation rate | 98.4% | 78.3%+20.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 11.83% | 15.77%-3.9pp | 87.57%-75.7pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $4,471 | $2,929+52.6% | $2,759+62.1% | $2,032+120.0% |
| Participant deferral / active EE | $4,657 | $2,974+56.6% | $3,329+39.9% | $3,224+44.5% |
| Admin fee / account holder | $28 | $59-52.4% | $3,600-99.2% | $110-74.4% |