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 |
|---|---|---|
DFPG INVESTMENTS INC7 years Filed as: DFPG INVESTMENTS, INC. Service code 26 · EIN 27-3648334 9017 S RIVERSIDE DR · SANDY, UT 84070 | Advisory (Participants) | $6,227 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $2,095 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,520 | $100,773-8.2% | $88,946+4.0% | $142,382-35.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.70% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,342 | $2,918+288.7% | $2,555+343.9% | $4,299+163.8% |
| Participant deferral / active EE | $6,955 | $5,230+33.0% | $4,581+51.8% | $6,507+6.9% |
| Admin fee / account holder | $13,342 | $9,693+37.6% | $8,261+61.5% | $12,624+5.7% |