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 7-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 37 · EIN 04-2647786 | Loan Processing | $58,234 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,836 | $77,314-17.4% | $177,989-64.1% | $80,856-21.0% |
| Participation rate | 91.3% | 65.7%+25.6pp | 77.1%+14.2pp | 67.6%+23.7pp |
| Annual return | -29.34% | 18.09%-47.4pp | 294.48%-323.8pp | 35.59%-64.9pp |
| Employer contribution / active EE | $8,551 | $2,292+273.1% | $3,949+116.6% | $2,755+210.4% |
| Participant deferral / active EE | $17,007 | $4,411+285.6% | $6,276+171.0% | $4,296+295.9% |
| Admin fee / account holder | $326 | $7,191-95.5% | $10,363-96.9% | $6,918-95.3% |