See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP7 years Filed as: NORTHEAST FINANCIAL GROUP, NC. Service code 27 · EIN 23-2946836 | Advisory (Plan) | $36,940 |
PENSERV PLAN SERVICES, INC.7 years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $9,409 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,283 | $86,655-24.7% | $119,609-45.4% | $66,914-2.4% |
| Participation rate | 70.8% | 75.6%-4.8pp | 79.3%-8.5pp | 69.8%+1.0pp |
| Annual return | -16.25% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,070 | $4,358-52.5% | $5,602-63.1% | $4,237-51.1% |
| Admin fee / account holder | $433 | $755-42.7% | $10,323-95.8% | $593-27.1% |