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 GROUP9 years Service code 15 2813 ROUTE 611, P.O. BOX 531 · TANNERSVILLE, PA 18372 | Recordkeeping | $36,880 |
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 | $98,865 | $69,763+41.7% | $67,502+46.5% | $74,495+32.7% |
| Participation rate | 89.0% | 71.4%+17.6pp | 72.9%+16.1pp | 67.2%+21.8pp |
| Annual return | 13.15% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,906 | $2,704+7.5% | $2,731+6.4% | $2,623+10.8% |
| Participant deferral / active EE | $4,685 | $3,636+28.9% | $4,000+17.1% | $4,346+7.8% |
| Admin fee / account holder | $398 | $896-55.6% | $3,998-90.1% | $1,942-79.5% |