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 INC6 years Service code 99 · EIN 33-0905143 | Other Fees | $68,181 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $82,555 | $129,021-36.0% | $184,203-55.2% | $77,643+6.3% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 12.00% | 33.27%-21.3pp | 28.81%-16.8pp | 31.24%-19.2pp |
| Employer contribution / active EE | $5,055 | $4,413+14.6% | $6,427-21.3% | $2,726+85.5% |
| Participant deferral / active EE | $4,226 | $7,297-42.1% | $9,131-53.7% | $4,647-9.1% |
| Admin fee / account holder | $24 | $254-90.7% | $13,901-99.8% | $430-94.5% |