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 14 · EIN 04-1590850 | Plan Administrator | $91,537 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $33,601 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
HELEN CLEVELAND PC1+ years Filed as: HELEN CLEVELAND, PC Service code 29 · EIN 11-3672269 | Legal | $14,306 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,868 | $71,957-25.1% | $67,652-20.4% | $59,188-9.0% |
| Participation rate | 91.1% | 82.7%+8.5pp | 75.7%+15.5pp | 69.4%+21.7pp |
| Annual return | 1.72% | 8.53%-6.8pp | 6625.04%-6623.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $2,038 | $2,432-16.2% | $2,266-10.0% | $2,098-2.8% |
| Participant deferral / active EE | $3,722 | $4,211-11.6% | $3,560+4.5% | $3,265+14.0% |
| Admin fee / account holder | $22 | $64-65.1% | $4,821-99.5% | $92-75.7% |