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 | $163,396 |
NFP RETIREMENT INC6 years Service code 99 · EIN 33-0905143 | Other Fees | $84,827 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,617 | $84,784-8.5% | $98,439-21.2% | $74,419+4.3% |
| Participation rate | 96.0% | 81.5%+14.4pp | 75.2%+20.8pp | 70.7%+25.2pp |
| Annual return | 15.39% | 20.59%-5.2pp | 21.16%-5.8pp | 34.38%-19.0pp |
| Employer contribution / active EE | $2,323 | $3,364-31.0% | $3,048-23.8% | $2,637-11.9% |
| Participant deferral / active EE | $5,900 | $5,218+13.1% | $4,738+24.5% | $4,528+30.3% |
| Admin fee / account holder | $157 | $204-23.5% | $8,948-98.3% | $348-55.0% |