Filed October 23, 2015
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $118,247 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,562 | $50,815+219.9% | $155,509+4.5% | $77,643+109.4% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 12.14% | 34.80%-22.7pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $10,841 | $1,993+444.0% | $4,672+132.0% | $2,726+297.7% |
| Participant deferral / active EE | $8,026 | $2,822+184.4% | $5,626+42.7% | $4,647+72.7% |
| Admin fee / account holder | $261 | $437-40.3% | $15,912-98.4% | $430-39.4% |