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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,409 |
Service code 49 · EIN 74-2794194 | Other Services | $3,332 |
NFP RETIREMENT INC3 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,778 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,609 | $89,652+12.2% | $141,162-28.7% | $65,185+54.3% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.5%-9.9pp | 70.2%+2.4pp |
| Annual return | 23.86% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $858 | $3,065-72.0% | $4,735-81.9% | $2,177-60.6% |
| Participant deferral / active EE | $8,375 | $5,691+47.2% | $6,709+24.8% | $3,514+138.3% |
| Admin fee / account holder | $145 | $569-74.5% | $10,261-98.6% | $847-82.9% |