Filed February 24, 2017 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $133,201 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $12,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,859 | $118,337+9.7% | $189,513-31.5% | $93,030+39.6% |
| Participation rate | 99.2% | 89.1%+10.1pp | 87.8%+11.4pp | 73.9%+25.3pp |
| Annual return | 10.54% | 21.77%-11.2pp | 555.15%-544.6pp | 158.70%-148.2pp |
| Employer contribution / active EE | $7,160 | $4,204+70.3% | $6,162+16.2% | $2,706+164.6% |
| Participant deferral / active EE | $7,163 | $7,123+0.6% | $8,221-12.9% | $4,562+57.0% |
| Admin fee / account holder | $133 | $100+34.0% | $12,045-98.9% | $152-12.0% |