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 INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Advisory (Plan) | $33,703 |
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 | $64,817 | $70,667-8.3% | $123,104-47.3% | $52,331+23.9% |
| Participation rate | 94.6% | 83.7%+10.8pp | 86.8%+7.8pp | 68.1%+26.4pp |
| Annual return | 1.62% | 6.23%-4.6pp | 13.22%-11.6pp | 4.54%-2.9pp |
| Employer contribution / active EE | $10,780 | $2,946+265.9% | $5,151+109.3% | $1,882+472.9% |
| Participant deferral / active EE | $10,715 | $4,493+138.5% | $6,230+72.0% | $3,022+254.6% |
| Admin fee / account holder | $1 | $506-99.7% | $9,015-100.0% | $592-99.8% |