See peer percentile detail with Solo.
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.
See the 6-year trajectory with Solo.
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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,212 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $19,685 |
Filed as: SCOTT MILLER CPA & ASSOCIATES INC. Service code 10 · EIN 87-3523115 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,148 | $81,625-54.5% | $167,512-77.8% | $74,304-50.0% |
| Participation rate | 37.6% | 60.0%-22.5pp | 77.1%-39.5pp | 60.3%-22.8pp |
| Annual return | 20.25% | 26.09%-5.8pp | 1615.79%-1595.5pp | 29.43%-9.2pp |
| Employer contribution / active EE | $802 | $2,010-60.1% | $3,882-79.3% | $2,241-64.2% |
| Participant deferral / active EE | $3,768 | $4,115-8.4% | $6,405-41.2% | $3,7670% |
| Admin fee / account holder | $234 | $3,474-93.3% | $9,769-97.6% | $2,969-92.1% |