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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $65,016 |
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 1601 MARKET STREET · PHILADELPHIA, PA 19004 | Accounting | $9,360 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES (PA) INC Service code 49 | Other Services | $7,231 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES (PA), INC. Service code 49 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,806 | $50,820-23.6% | $155,567-75.1% | $77,671-50.0% |
| Participation rate | 74.0% | 63.1%+10.8pp | 78.2%-4.2pp | 70.6%+3.4pp |
| Annual return | 8.76% | 34.85%-26.1pp | 64.74%-56.0pp | 31.21%-22.4pp |
| Employer contribution / active EE | $439 | $1,993-78.0% | $4,674-90.6% | $2,726-83.9% |
| Participant deferral / active EE | $2,909 | $2,823+3.1% | $5,628-48.3% | $4,648-37.4% |
| Admin fee / account holder | $147 | $436-66.3% | $15,916-99.1% | $430-65.9% |