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 | $46,202 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $14,800 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,000 |
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 | $18,264 | $122,186-85.1% | $146,958-87.6% | $199,593-90.8% |
| Participation rate | 93.3% | 78.3%+15.0pp | 82.2%+11.1pp | 72.0%+21.3pp |
| Annual return | 18.93% | 30.56%-11.6pp | 418.34%-399.4pp | 34.25%-15.3pp |
| Employer contribution / active EE | $1,233 | $4,093-69.9% | $4,933-75.0% | $3,034-59.4% |
| Participant deferral / active EE | $3,394 | $8,502-60.1% | $8,070-57.9% | $5,087-33.3% |
| Admin fee / account holder | $23 | $179-87.1% | $12,998-99.8% | $269-91.4% |