Filed December 3, 2014
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $33,055 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN LIFE INSURANCE COM Service code 66 | Insurance mortality and expense charg... | $21,447 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $1,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,578 | $51,197-16.8% | $82,719-48.5% | $66,914-36.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -11.90% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $630 | $2,611-75.9% | $3,009-79.1% | $2,544-75.2% |
| Participant deferral / active EE | $1,448 | $3,458-58.1% | $4,395-67.1% | $4,237-65.8% |
| Admin fee / account holder | $212 | $416-48.9% | $5,329-96.0% | $593-64.2% |