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) | $211,301 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $113,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,994 | $93,131-4.4% | $106,548-16.5% | $86,799+2.5% |
| Participation rate | 94.6% | 81.4%+13.2pp | 76.1%+18.5pp | 72.3%+22.4pp |
| Annual return | 13.83% | 19.45%-5.6pp | 26.80%-13.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,887 | $2,895-34.8% | $2,819-33.1% | $2,405-21.6% |
| Participant deferral / active EE | $5,125 | $4,708+8.8% | $4,398+16.5% | $4,131+24.1% |
| Admin fee / account holder | $217 | $145+49.5% | $7,407-97.1% | $170+27.9% |