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 9-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $73,553 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $23,833 |
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 26 · EIN 92-2678185 | Advisory (Participants) | $10,290 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $7,340 |
Filed as: TRANSAMERICA RET. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $7,009 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,515-100.0% | $96,683-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | -95.21% | 38.43%-133.6pp | 35.69%-130.9pp | 372.94%-468.1pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |