Filed September 14, 2022
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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $62,887 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,996 |
PENSION ASSURANCE LLP3 years Filed as: PENSION ADVISORS Service code 99 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Fees | $4,280 |
Service code 99 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Other Fees | $2,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,350 | $86,225+2.5% | $146,665-39.8% | $86,799+1.8% |
| Participation rate | 90.6% | 78.0%+12.6pp | 80.1%+10.5pp | 72.3%+18.3pp |
| Annual return | 20.30% | 31.23%-10.9pp | 22.74%-2.4pp | 97.91%-77.6pp |
| Employer contribution / active EE | $3,341 | $2,392+39.7% | $4,136-19.2% | $2,405+38.9% |
| Participant deferral / active EE | $8,025 | $4,245+89.0% | $5,506+45.8% | $4,131+94.3% |
| Admin fee / account holder | $372 | $195+90.4% | $10,280-96.4% | $170+119.3% |