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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $32,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,025 |
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 | $29,703 | $68,413-56.6% | $123,104-75.9% | $55,191-46.2% |
| Participation rate | 94.2% | 84.5%+9.7pp | 86.8%+7.4pp | 69.2%+25.1pp |
| Annual return | 9.90% | 6.30%+3.6pp | 13.22%-3.3pp | 10.78%-0.9pp |
| Employer contribution / active EE | $1,012 | $3,050-66.8% | $5,151-80.3% | $1,899-46.7% |
| Participant deferral / active EE | $5,606 | $4,490+24.8% | $6,230-10.0% | $3,046+84.0% |
| Admin fee / account holder | $89 | $88+0.9% | $9,015-99.0% | $91-2.4% |