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 GROUP5 years Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $27,493 |
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 | $84,000 | $65,322+28.6% | $70,449+19.2% | $73,488+14.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.94% | 15.71%-2.8pp | 109.03%-96.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,018 | $2,460+22.7% | $2,737+10.3% | $2,270+33.0% |
| Participant deferral / active EE | $4,648 | $3,375+37.7% | $3,709+25.3% | $3,740+24.3% |
| Admin fee / account holder | $412 | $214+92.5% | $3,845-89.3% | $513-19.7% |