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 INC2 years Filed as: NFP RETIREMENT INC. Service code 51 · EIN 33-0905143 | Investment Mgmt Fees | $40,703 |
Filed as: JOHN HANCOCK RET PLAN SERVICES Service code 15 · EIN 13-5582869 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $35,170 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT A Service code 51 3540 TORRINGDON WAY, SUITE 200 · CHARLOTTE, NC 28277 | Investment Mgmt Fees | $2,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,840 | $88,634+62.3% | $101,326+42.0% | $74,304+93.6% |
| Participation rate | 90.4% | 76.9%+13.6pp | 81.5%+8.9pp | 60.3%+30.1pp |
| Annual return | 21.25% | 33.10%-11.8pp | 36.82%-15.6pp | 29.43%-8.2pp |
| Employer contribution / active EE | $12,799 | $2,930+336.8% | $3,665+249.2% | $2,241+471.1% |
| Participant deferral / active EE | $14,486 | $7,322+97.8% | $7,994+81.2% | $3,767+284.5% |
| Admin fee / account holder | $407 | $2,425-83.2% | $11,185-96.4% | $2,969-86.3% |