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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 |
|---|---|---|
NFP RETIREMENT INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $106,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,073 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,736 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,417 | $131,799-19.3% | $200,582-46.9% | $85,563+24.4% |
| Participation rate | 84.1% | 87.9%-3.8pp | 86.9%-2.8pp | 66.0%+18.1pp |
| Annual return | 21.05% | 21.59%-0.5pp | 42.33%-21.3pp | 31.51%-10.5pp |
| Employer contribution / active EE | $3,333 | $4,532-26.4% | $6,419-48.1% | $2,654+25.6% |
| Participant deferral / active EE | $7,716 | $7,702+0.2% | $9,331-17.3% | $4,375+76.4% |
| Admin fee / account holder | $310 | $235+31.8% | $16,305-98.1% | $834-62.9% |