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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,435 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,828 | $59,535-9.6% | $90,160-40.3% | $62,292-13.6% |
| Participation rate | 84.8% | 73.0%+11.8pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 18.22% | 23.53%-5.3pp | 34.88%-16.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $782 | $1,826-57.1% | $3,318-76.4% | $2,042-61.7% |
| Participant deferral / active EE | $5,883 | $4,639+26.8% | $5,288+11.3% | $3,169+85.6% |
| Admin fee / account holder | $248 | $337-26.4% | $5,943-95.8% | $479-48.3% |