Filed May 17, 2024 (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 4-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 37 · EIN 04-2647786 | Loan Processing | $213,362 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $129,622 |
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 | $137,250 | $120,450+13.9% | $159,436-13.9% | $93,030+47.5% |
| Participation rate | 93.1% | 78.0%+15.2pp | 82.8%+10.3pp | 73.9%+19.2pp |
| Annual return | 39.68% | 27.11%+12.6pp | 263.57%-223.9pp | 158.70%-119.0pp |
| Employer contribution / active EE | $4,628 | $3,526+31.3% | $4,829-4.2% | $2,706+71.0% |
| Participant deferral / active EE | $8,087 | $7,283+11.0% | $7,352+10.0% | $4,562+77.2% |
| Admin fee / account holder | $56 | $137-59.4% | $10,799-99.5% | $152-63.4% |