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 INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $59,722 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,829 | $100,227-20.4% | $169,993-53.0% | $74,419+7.3% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 16.16% | 66.08%-49.9pp | 53.37%-37.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,955 | $4,263+16.2% | $6,785-27.0% | $2,637+87.9% |
| Participant deferral / active EE | $4,093 | $7,143-42.7% | $10,408-60.7% | $4,528-9.6% |
| Admin fee / account holder | $29 | $234-87.4% | $12,815-99.8% | $348-91.5% |