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 INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $41,211 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,204 | $111,608-44.3% | $177,821-65.0% | $73,409-15.3% |
| Participation rate | 97.3% | 87.9%+9.5pp | 87.7%+9.6pp | 72.2%+25.1pp |
| Annual return | 21.84% | 18.23%+3.6pp | 48.32%-26.5pp | 59.29%-37.5pp |
| Employer contribution / active EE | $4,018 | $3,796+5.8% | $5,918-32.1% | $2,234+79.9% |
| Participant deferral / active EE | $3,282 | $6,199-47.1% | $7,714-57.5% | $3,805-13.8% |
| Admin fee / account holder | $7 | $166-95.7% | $12,427-99.9% | $158-95.5% |