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 9-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 | $55,325 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $14,800 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,500 |
Filed as: FIDELITY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,280 | $107,459-83.9% | $135,903-87.3% | $80,160-78.4% |
| Participation rate | 94.4% | 78.0%+16.4pp | 81.9%+12.5pp | 72.9%+21.5pp |
| Annual return | 24.67% | 91.91%-67.2pp | 68.23%-43.6pp | 40.38%-15.7pp |
| Employer contribution / active EE | $1,196 | $3,877-69.1% | $4,856-75.4% | $2,978-59.8% |
| Participant deferral / active EE | $3,670 | $8,195-55.2% | $7,758-52.7% | $5,017-26.8% |
| Admin fee / account holder | $30 | $127-76.0% | $10,762-99.7% | $145-79.0% |