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 GROUP4 years Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $27,903 |
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 | $76,516 | $60,795+25.9% | $69,455+10.2% | $65,185+17.4% |
| Participation rate | 99.0% | 74.9%+24.2pp | 74.6%+24.4pp | 70.2%+28.8pp |
| Annual return | 16.33% | 17.46%-1.1pp | 28.97%-12.6pp | 29.38%-13.1pp |
| Employer contribution / active EE | $3,154 | $2,452+28.6% | $2,779+13.5% | $2,177+44.9% |
| Participant deferral / active EE | $4,804 | $3,162+51.9% | $3,535+35.9% | $3,514+36.7% |
| Admin fee / account holder | $415 | $314+32.3% | $3,839-89.2% | $847-51.0% |