Filed March 13, 2023
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 37 · EIN 04-2647786 | Loan Processing | $81,306 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $80,689 |
BDO USA, LLP5+ years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $13,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,359 | $78,419-2.6% | $133,956-43.0% | $73,409+4.0% |
| Participation rate | 89.8% | 78.6%+11.2pp | 79.8%+9.9pp | 72.2%+17.6pp |
| Annual return | 14.50% | 33.35%-18.8pp | 45.09%-30.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,195 | $2,044-41.5% | $3,919-69.5% | $2,234-46.5% |
| Participant deferral / active EE | $3,967 | $3,925+1.1% | $5,048-21.4% | $3,805+4.2% |
| Admin fee / account holder | $199 | $161+23.2% | $8,927-97.8% | $158+25.9% |