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 10-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 INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $17,984 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,360 | $75,388-54.4% | $123,544-72.2% | $55,725-38.3% |
| Participation rate | 76.3% | 75.7%+0.6pp | 82.3%-6.0pp | 70.9%+5.4pp |
| Annual return | -8.21% | 4.48%-12.7pp | 119.20%-127.4pp | 244.93%-253.1pp |
| Employer contribution / active EE | $1,394 | $3,063-54.5% | $4,628-69.9% | $2,078-32.9% |
| Participant deferral / active EE | $6,397 | $5,651+13.2% | $6,426-0.4% | $3,356+90.6% |
| Admin fee / account holder | $26 | $120-78.7% | $9,284-99.7% | $115-77.8% |