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 | $90,775 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC4 years Service code 10 · EIN 47-0625816 | Accounting | $26,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,046 | $112,686+11.9% | $169,993-25.9% | $80,160+57.2% |
| Participation rate | 99.4% | 87.4%+12.0pp | 87.0%+12.4pp | 72.9%+26.5pp |
| Annual return | 16.00% | 67.04%-51.0pp | 53.37%-37.4pp | 40.38%-24.4pp |
| Employer contribution / active EE | $7,475 | $4,481+66.8% | $6,785+10.2% | $2,978+151.0% |
| Participant deferral / active EE | $7,486 | $7,876-5.0% | $10,408-28.1% | $5,017+49.2% |
| Admin fee / account holder | $111 | $99+12.0% | $12,815-99.1% | $145-23.4% |