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 GROUP8 years Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $32,407 |
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 | $89,504 | $65,557+36.5% | $64,056+39.7% | $71,457+25.3% |
| Participation rate | 91.0% | 73.2%+17.8pp | 72.3%+18.7pp | 67.9%+23.1pp |
| Annual return | 14.40% | 18.94%-4.5pp | 33.69%-19.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $3,053 | $2,669+14.4% | $2,747+11.2% | $2,588+18.0% |
| Participant deferral / active EE | $4,682 | $3,626+29.1% | $3,880+20.7% | $4,289+9.2% |
| Admin fee / account holder | $358 | $616-41.8% | $3,068-88.3% | $1,587-77.4% |