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 GROUP7 years Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $31,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,568 | $42,894+90.2% | $60,874+34.0% | $68,494+19.1% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -13.02% | -13.98%+1.0pp | 16.90%-29.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,253 | $1,978+64.4% | $2,701+20.4% | $2,596+25.3% |
| Participant deferral / active EE | $5,054 | $2,867+76.3% | $3,817+32.4% | $4,027+25.5% |
| Admin fee / account holder | $337 | $3,101-89.1% | $3,224-89.6% | $5,403-93.8% |