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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $79,823 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $75,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,496 | $86,655+29.8% | $119,609-5.9% | $66,914+68.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.10% | -8.00%-6.1pp | -14.97%+0.9pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,386 | $2,536-5.9% | $4,232-43.6% | $2,544-6.2% |
| Participant deferral / active EE | $10,455 | $4,358+139.9% | $5,602+86.6% | $4,237+146.8% |
| Admin fee / account holder | $837 | $755+10.9% | $10,323-91.9% | $593+41.1% |