Filed April 11, 2023
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $84,585 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,673 | $62,544-33.4% | $129,295-67.8% | $199,768-79.1% |
| Participation rate | 68.8% | 56.8%+12.0pp | 69.6%-0.9pp | 72.0%-3.3pp |
| Annual return | 11.71% | 16.95%-5.2pp | 9429.28%-9417.6pp | 34.26%-22.5pp |
| Employer contribution / active EE | $1,718 | $2,394-28.3% | $4,157-58.7% | $3,037-43.4% |
| Participant deferral / active EE | $2,651 | $3,123-15.1% | $4,169-36.4% | $5,090-47.9% |
| Admin fee / account holder | $161 | $167-3.5% | $7,665-97.9% | $269-40.1% |