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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.
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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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $53,184 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,936 |
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $7,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,414 | $46,292+41.3% | $143,757-54.5% | $64,808+0.9% |
| Participation rate | 61.5% | 64.2%-2.7pp | 80.3%-18.8pp | 71.5%-10.0pp |
| Annual return | -18.11% | -10.05%-8.1pp | -0.04%-18.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,376 | $1,910+76.8% | $4,951-31.8% | $2,506+34.7% |
| Participant deferral / active EE | $2,689 | $2,646+1.6% | $5,637-52.3% | $4,310-37.6% |
| Admin fee / account holder | $597 | $154+288.0% | $14,673-95.9% | $188+217.7% |