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 INC3 years Service code 99 | Other Fees | $56,337 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,500 |
S.R. SNODGRASS, P.C.1 year Service code 99 · EIN 24-0754330 | Other Fees | $5,114 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,182 | $111,491-40.6% | $189,513-65.1% | $86,799-23.8% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.8%+8.5pp | 72.3%+24.0pp |
| Annual return | 15.33% | 83.50%-68.2pp | 555.15%-539.8pp | 97.91%-82.6pp |
| Employer contribution / active EE | $4,113 | $3,951+4.1% | $6,162-33.2% | $2,405+71.0% |
| Participant deferral / active EE | $3,668 | $6,437-43.0% | $8,221-55.4% | $4,131-11.2% |
| Admin fee / account holder | $28 | $189-85.0% | $12,045-99.8% | $170-83.4% |