Filed October 17, 2016 (most recent of 2 filings on file)
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 INC2 years Filed as: NFP RETIREMENT INC. Service code 99 | Other Fees | $94,764 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,909 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,096 | $65,223-7.9% | $80,019-24.9% | $55,725+7.8% |
| Participation rate | 97.7% | 80.6%+17.1pp | 75.8%+21.8pp | 70.9%+26.8pp |
| Annual return | -2.78% | 7.59%-10.4pp | 11.22%-14.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $171 | $2,544-93.3% | $2,468-93.1% | $2,078-91.8% |
| Participant deferral / active EE | $4,597 | $3,881+18.5% | $3,686+24.7% | $3,356+37.0% |
| Admin fee / account holder | $21 | $114-81.9% | $6,521-99.7% | $115-82.0% |