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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 13 · EIN 42-0127290 | Contract Administrator | $58,323 |
NORTHEAST FINANCIAL GROUP4 years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $24,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,693 | $80,724-38.4% | $103,333-51.9% | $74,495-33.3% |
| Participation rate | 66.9% | 65.7%+1.2pp | 74.5%-7.6pp | 67.2%-0.3pp |
| Annual return | 13.07% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,524 | $3,157-51.7% | $3,868-60.6% | $2,623-41.9% |
| Participant deferral / active EE | $3,424 | $3,860-11.3% | $5,057-32.3% | $4,346-21.2% |
| Admin fee / account holder | $439 | $2,368-81.5% | $8,355-94.8% | $1,942-77.4% |