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 6-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 SERVICES Service code 27 1901 ROXBOROUGH RD STE 300 · CHARLOTTE, NC 282115588 | Advisory (Plan) | $9,774 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,381 | $70,908-71.3% | $98,907-79.4% | $73,488-72.3% |
| Participation rate | 38.1% | 73.8%-35.7pp | 76.0%-37.9pp | 70.7%-32.6pp |
| Annual return | 20.47% | 34.17%-13.7pp | 196.43%-176.0pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,402 | $2,036-31.1% | $2,689-47.8% | $2,270-38.2% |
| Participant deferral / active EE | $1,267 | $3,500-63.8% | $4,244-70.1% | $3,740-66.1% |
| Admin fee / account holder | $122 | $535-77.2% | $6,642-98.2% | $513-76.2% |