Filed September 14, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,154 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,766 | $88,890-28.3% | $102,423-37.7% | $77,643-17.9% |
| Participation rate | 89.6% | 80.9%+8.7pp | 76.5%+13.1pp | 70.6%+19.0pp |
| Annual return | 25.59% | 24.98%+0.6pp | 29.32%-3.7pp | 31.24%-5.7pp |
| Employer contribution / active EE | $354 | $2,698-86.9% | $3,023-88.3% | $2,726-87.0% |
| Participant deferral / active EE | $3,760 | $5,145-26.9% | $5,053-25.6% | $4,647-19.1% |
| Admin fee / account holder | $205 | $235-12.7% | $9,451-97.8% | $430-52.3% |