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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $26,220 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,733 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $10,901 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $913 |
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 | $94,501 | $66,813+41.4% | $100,516-6.0% | $73,488+28.6% |
| Participation rate | 93.7% | 77.5%+16.2pp | 79.4%+14.3pp | 70.7%+23.0pp |
| Annual return | 18.87% | 25.70%-6.8pp | 30.89%-12.0pp | 28.51%-9.6pp |
| Employer contribution / active EE | $7,696 | $2,147+258.5% | $3,418+125.2% | $2,270+239.0% |
| Participant deferral / active EE | $9,860 | $5,883+67.6% | $6,270+57.3% | $3,740+163.7% |
| Admin fee / account holder | $211 | $512-58.8% | $8,081-97.4% | $513-58.9% |