Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 employees
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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 | Other Fees | $15,419 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,860 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0901543 | Other Fees | $0 |
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 | $57,693 | $98,982-41.7% | $162,163-64.4% | $65,185-11.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.35% | 24.84%-0.5pp | 115.59%-91.2pp | 29.38%-5.0pp |
| Employer contribution / active EE | $3,494 | $3,467+0.8% | $5,614-37.8% | $2,177+60.5% |
| Participant deferral / active EE | $3,042 | $5,384-43.5% | $7,298-58.3% | $3,514-13.4% |
| Admin fee / account holder | $35 | $596-94.2% | $10,843-99.7% | $847-95.9% |