Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,212 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $396,732 | $101,955+289.1% | $112,887+251.4% | $71,457+455.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 15.11% | 28.92%-13.8pp | 34.10%-19.0pp | 28.85%-13.7pp |
| Employer contribution / active EE | $16,413 | $4,743+246.0% | $4,563+259.7% | $2,588+534.3% |
| Participant deferral / active EE | $12,998 | $6,771+92.0% | $6,513+99.6% | $4,289+203.1% |
| Admin fee / account holder | $359 | $1,395-74.2% | $7,047-94.9% | $1,587-77.4% |