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 15 · EIN 71-0294708 | Recordkeeping | $186,117 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $83,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,759 | $81,908-9.9% | $90,749-18.7% | $64,808+13.8% |
| Participation rate | 94.7% | 80.5%+14.3pp | 75.7%+19.0pp | 71.5%+23.3pp |
| Annual return | -15.90% | -12.53%-3.4pp | -12.16%-3.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,382 | $3,065-22.3% | $2,921-18.5% | $2,506-5.0% |
| Participant deferral / active EE | $5,222 | $4,840+7.9% | $4,564+14.4% | $4,310+21.2% |
| Admin fee / account holder | $191 | $157+21.6% | $8,445-97.7% | $188+1.8% |