Filed October 28, 2019 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $626,602 |
KPMG LLP10+ years Service code 49 · EIN 13-5565207 | Other Services | $31,200 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $25,000 |
WILLCOX & SAVAGE, P.C.1 year Filed as: WILLCOX SAVAGE Service code 29 · EIN 54-0976999 | Legal | $8,437 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,550 | $53,136+59.1% | $155,509-45.6% | $199,593-57.6% |
| Participation rate | 72.4% | 64.1%+8.3pp | 78.2%-5.8pp | 72.0%+0.4pp |
| Annual return | 14.71% | 41.15%-26.4pp | 64.67%-50.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,246 | $1,851+21.3% | $4,672-51.9% | $3,034-26.0% |
| Participant deferral / active EE | $5,028 | $3,161+59.1% | $5,626-10.6% | $5,087-1.2% |
| Admin fee / account holder | $161 | $185-13.0% | $15,912-99.0% | $269-40.0% |