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 9-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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT ROAD · MIDLOTHIAM, VT 23113 | Contract Administrator | $26,114 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,335 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $14,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,038 | $62,624-87.2% | $177,989-95.5% | $77,643-89.6% |
| Participation rate | 82.3% | 66.8%+15.4pp | 77.1%+5.2pp | 70.6%+11.7pp |
| Annual return | 11.26% | 16.16%-4.9pp | 294.48%-283.2pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,419 | $1,909-25.7% | $3,949-64.1% | $2,726-47.9% |
| Participant deferral / active EE | $1,304 | $4,219-69.1% | $6,276-79.2% | $4,647-71.9% |
| Admin fee / account holder | $105 | $386-72.8% | $10,363-99.0% | $430-75.6% |