Filed May 28, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,950 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $7,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,502 | $64,119-10.3% | $112,228-48.8% | $66,914-14.1% |
| Participation rate | 55.7% | 68.5%-12.7pp | 75.1%-19.3pp | 69.8%-14.1pp |
| Annual return | -14.45% | -13.81%-0.6pp | 27.45%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,550 | $3,005-15.1% | $3,635-29.8% | $2,544+0.2% |
| Participant deferral / active EE | $5,422 | $3,693+46.8% | $4,728+14.7% | $4,237+28.0% |
| Admin fee / account holder | $177 | $625-71.7% | $6,410-97.2% | $593-70.2% |