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 10-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 13 · EIN 42-0127290 | Contract Administrator | $722,954 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $74,197 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,545 | $55,415+420.7% | $155,509+85.5% | $74,495+287.3% |
| Participation rate | 88.9% | 61.9%+27.0pp | 78.2%+10.7pp | 67.2%+21.7pp |
| Annual return | 13.63% | 268.50%-254.9pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $12,029 | $2,267+430.6% | $4,672+157.5% | $2,623+358.6% |
| Participant deferral / active EE | $16,220 | $2,836+471.9% | $5,626+188.3% | $4,346+273.2% |
| Admin fee / account holder | $1,702 | $1,738-2.1% | $15,912-89.3% | $1,942-12.3% |