Filed July 1, 2019
Total covered: 30 employees
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,292 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $60,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $10,450 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,247 | $122,186+106.4% | $146,958+71.6% | $199,593+26.4% |
| Participation rate | 94.1% | 78.3%+15.8pp | 82.2%+12.0pp | 72.0%+22.2pp |
| Annual return | 18.16% | 30.56%-12.4pp | 418.34%-400.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $4,980 | $4,093+21.7% | $4,933+0.9% | $3,034+64.1% |
| Participant deferral / active EE | $13,785 | $8,502+62.1% | $8,070+70.8% | $5,087+171.0% |
| Admin fee / account holder | $56 | $179-68.6% | $12,998-99.6% | $269-79.2% |