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 GROUP3 years Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $28,028 |
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 | $78,962 | $55,002+43.6% | $59,878+31.9% | $56,287+40.3% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.7%+24.4pp | 69.9%+29.2pp |
| Annual return | -3.12% | 1.13%-4.3pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,894 | $2,448+18.2% | $2,722+6.3% | $2,111+37.1% |
| Participant deferral / active EE | $4,766 | $3,121+52.7% | $3,402+40.1% | $3,350+42.3% |
| Admin fee / account holder | $454 | $236+92.5% | $3,590-87.4% | $521-12.9% |