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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $182,784 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $102,046 |
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 | $80,777 | $85,135-5.1% | $98,907-18.3% | $73,409+10.0% |
| Participation rate | 97.9% | 81.1%+16.8pp | 76.0%+21.9pp | 72.2%+25.8pp |
| Annual return | 12.59% | 19.14%-6.5pp | 196.43%-183.8pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,262 | $2,721-16.9% | $2,689-15.9% | $2,234+1.3% |
| Participant deferral / active EE | $4,422 | $4,349+1.7% | $4,244+4.2% | $3,805+16.2% |
| Admin fee / account holder | $198 | $139+42.4% | $6,642-97.0% | $158+25.6% |