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 |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $15,233 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,753 |
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 | $31,160 | $46,297-32.7% | $71,671-56.5% | $62,292-50.0% |
| Participation rate | 91.2% | 60.6%+30.6pp | 68.7%+22.5pp | 69.5%+21.7pp |
| Annual return | 18.91% | 22.32%-3.4pp | 20.65%-1.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $318 | $1,412-77.4% | $2,460-87.1% | $2,042-84.4% |
| Participant deferral / active EE | $2,325 | $2,235+4.0% | $3,438-32.4% | $3,169-26.6% |
| Admin fee / account holder | $108 | $461-76.5% | $5,558-98.1% | $479-77.5% |