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 INC2 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $30,834 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN LIFE INSURANCE COM Service code 66 | Other insurance wrap fees; Insurance ... | $18,678 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $1,242 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,573 | $58,264-18.3% | $86,612-45.1% | $71,457-33.4% |
| Participation rate | 98.0% | 65.0%+33.0pp | 71.7%+26.3pp | 67.9%+30.1pp |
| Annual return | 9.36% | 21.63%-12.3pp | 591.07%-581.7pp | 28.85%-19.5pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,670 | $3,436-51.4% | $4,438-62.4% | $4,289-61.1% |
| Admin fee / account holder | $203 | $1,057-80.8% | $5,614-96.4% | $1,587-87.2% |