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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $177,836 |
Filed as: LAVINE, LOFGREN, MORRIS AND ENGELBE Service code 10 · EIN 33-0690020 | Accounting | $49,400 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,146 | $42,504+48.6% | $159,960-60.5% | $77,904-18.9% |
| Participation rate | 95.4% | 66.9%+28.5pp | 78.0%+17.4pp | 73.7%+21.7pp |
| Annual return | -15.33% | -12.43%-2.9pp | 408.60%-423.9pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,912 | $1,684+13.5% | $4,226-54.8% | $2,848-32.9% |
| Participant deferral / active EE | $7,155 | $3,919+82.6% | $6,182+15.7% | $4,806+48.9% |
| Admin fee / account holder | $136 | $98+39.0% | $8,698-98.4% | $133+2.3% |