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 |
|---|---|---|
NORTHEAST FINANCIAL GROUP2 years Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $25,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,008 | $57,976+55.2% | $62,995+42.9% | $62,292+44.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.60% | 17.54%-2.9pp | 87.57%-73.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,836 | $2,415+17.4% | $2,759+2.8% | $2,042+38.9% |
| Participant deferral / active EE | $4,557 | $2,956+54.2% | $3,329+36.9% | $3,169+43.8% |
| Admin fee / account holder | $481 | $276+74.4% | $3,600-86.6% | $479+0.3% |