See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 15800 CRABBS BRANCH WAY · ROCKVILLE, MD 20555 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,341 | $58,726-41.5% | $92,233-62.8% | $62,292-44.9% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 24.34% | 43.62%-19.3pp | 176.28%-151.9pp | 28.90%-4.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,829 | $2,766-33.9% | $3,897-53.1% | $3,169-42.3% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |