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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.
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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 Filed as: NFP RETIREMENT INC. Service code 51 · EIN 33-0905143 | Investment Mgmt Fees | $43,534 |
Filed as: JOHN HANCOCK RET PLAN SERVICES Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $30,990 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT A Service code 51 3540 TORRINGDON WAY, SUITE 200 · CHARLOTTE, NC 28277 | Investment Mgmt Fees | $2,561 |
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 | $132,132 | $79,013+67.2% | $100,391+31.6% | $74,495+77.4% |
| Participation rate | 86.9% | 79.5%+7.4pp | 81.5%+5.4pp | 67.2%+19.7pp |
| Annual return | 17.58% | 20.41%-2.8pp | 49.20%-31.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $12,370 | $3,021+309.4% | $3,942+213.8% | $2,623+371.6% |
| Participant deferral / active EE | $14,564 | $7,760+87.7% | $8,082+80.2% | $4,346+235.1% |
| Admin fee / account holder | $390 | $1,320-70.5% | $7,899-95.1% | $1,942-79.9% |