Filed March 13, 2023
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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,504 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $86,349 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $14,500 |
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 | $79,708 | $86,225-7.6% | $146,665-45.7% | $86,799-8.2% |
| Participation rate | 88.6% | 78.0%+10.6pp | 80.1%+8.5pp | 72.3%+16.3pp |
| Annual return | 21.41% | 31.23%-9.8pp | 22.74%-1.3pp | 97.91%-76.5pp |
| Employer contribution / active EE | $1,119 | $2,392-53.2% | $4,136-73.0% | $2,405-53.5% |
| Participant deferral / active EE | $3,870 | $4,245-8.8% | $5,506-29.7% | $4,131-6.3% |
| Admin fee / account holder | $195 | $195-0.4% | $10,280-98.1% | $170+14.7% |