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 |
|---|---|---|
Filed as: ACCELERATE INVESTMENTS ADVISORS Service code 26 · EIN 92-2678185 | Advisory (Participants) | $37,908 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,959 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,468 | $89,753+62.1% | $107,525+35.3% | $84,808+71.5% |
| Participation rate | 90.1% | 68.1%+22.1pp | 75.1%+15.1pp | 68.3%+21.8pp |
| Annual return | 11.43% | 29.48%-18.0pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $21,754 | $3,113+598.7% | $3,754+479.6% | $2,631+726.9% |
| Participant deferral / active EE | $2,610 | $4,056-35.7% | $5,116-49.0% | $4,212-38.0% |
| Admin fee / account holder | $708 | $7,222-90.2% | $8,919-92.1% | $7,344-90.4% |