Filed June 29, 2016
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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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,982 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,823 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,172 | $55,125+61.8% | $109,895-18.9% | $86,799+2.7% |
| Participation rate | 81.7% | 70.1%+11.6pp | 74.2%+7.5pp | 72.3%+9.4pp |
| Annual return | 15.92% | 26.20%-10.3pp | 29.45%-13.5pp | 97.91%-82.0pp |
| Employer contribution / active EE | $1,691 | $1,558+8.5% | $2,842-40.5% | $2,405-29.7% |
| Participant deferral / active EE | $5,351 | $3,337+60.4% | $4,048+32.2% | $4,131+29.5% |
| Admin fee / account holder | $64 | $141-54.5% | $6,066-98.9% | $170-62.2% |