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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.
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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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 6500 ROCK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $115,205 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $35,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,080 | $98,727+12.5% | $113,168-1.8% | $85,563+29.8% |
| Participation rate | 91.3% | 80.8%+10.5pp | 76.6%+14.8pp | 66.0%+25.4pp |
| Annual return | 20.18% | 17.43%+2.8pp | 24.27%-4.1pp | 31.51%-11.3pp |
| Employer contribution / active EE | $7,233 | $2,907+148.8% | $2,975+143.1% | $2,654+172.6% |
| Participant deferral / active EE | $12,536 | $5,424+131.1% | $5,107+145.5% | $4,375+186.5% |
| Admin fee / account holder | $503 | $357+41.0% | $12,068-95.8% | $834-39.7% |