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 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,272 |
NFP RETIREMENT INC2 years Filed as: NFP CORPORATE SERVICES (PA) Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $7,500 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 13 · EIN 01-0233346 1 WINTHROP SQUARE · BOSTON, MA 02110 | Contract Administrator | $40 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,078 | $58,655-24.9% | $91,989-52.1% | $65,185-32.4% |
| Participation rate | 82.8% | 75.3%+7.5pp | 78.6%+4.2pp | 70.2%+12.6pp |
| Annual return | 6.71% | 33.92%-27.2pp | 69.02%-62.3pp | 29.38%-22.7pp |
| Employer contribution / active EE | $279 | $2,080-86.6% | $3,452-91.9% | $2,177-87.2% |
| Participant deferral / active EE | $1,728 | $5,474-68.4% | $5,923-70.8% | $3,514-50.8% |
| Admin fee / account holder | $153 | $434-64.7% | $7,743-98.0% | $847-81.9% |